{"id":340760,"date":"2026-11-05T15:13:39","date_gmt":"2026-11-05T09:43:39","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=340760"},"modified":"2026-11-05T15:13:39","modified_gmt":"2026-11-05T09:43:39","slug":"it-ai-services-stocks-samvat-2083-outlook","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/it-ai-services-stocks-samvat-2083-outlook\/","title":{"rendered":"IT and AI Services in Samvat 2083: IT Stocks Outlook After a 9% Fall, AI Revenue Crossing 10% and What to Watch"},"content":{"rendered":"

Nifty IT: -9.2% in Samvat 2082 to 4 Nov. TCS AI revenue: $3.1 bn annualised. Infosys AI share: 10.5%. Infosys FY27 guidance: 1% to 2% CC growth.<\/em><\/p>\n

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Quick Answer<\/strong><\/p>\n

The IT stocks outlook for Samvat 2083 is a contest between fast-growing AI services and slow overall revenue growth. Nifty IT fell 9.2% in Samvat 2082, even as TCS said annualised AI revenue crossed $3.1 billion and Infosys said AI made up 10.5% of revenue. With Infosys guiding only 1% to 2% constant-currency growth for FY27, the key test for the year is whether AI deals and large contracts lift overall growth.<\/p>\n<\/p><\/div>\n

The IT stocks outlook<\/strong> for Samvat 2083 hinges on one question: can AI services grow fast enough to lift the whole business? The Nifty IT<\/a> index fell about 9.2% from the Muhurat 2025 close to 4 November 2026, one of the weakest sectors of the year. Yet both TCS and Infosys now say AI work makes up more than a tenth of their revenue.<\/p>\n

This article looks at what the latest results show, why IT stocks<\/strong> have lagged and the numbers to watch in Samvat 2083.<\/p>\n

Click Here – Get Free Investment Predictions<\/strong><\/a><\/p>\n

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