Trump tariff shadow looms over FY26 growth outlook of IT cos, say experts

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Trump tariff shadow looms over FY26 growth outlook of IT cos, say experts - Business Standard

Quick Summary:

Rising global uncertainty and fear of slowdown in its biggest market, the US, is seen taking a toll on the Indian IT industry's showing, with several analysts now warning that a possibly weak exit for the just-ended FY25 may be followed by an "unexciting guidance" or outlook pullbacks for FY26 as well as pain up ahead in verticals such as retail and manufacturing.

Market watchers further warn that the next 3-6 months could see a build up of negative news -- including earnings cuts and potential pullbacks in FY26 guidance.

Retail and manufacturing verticals are being called out by industry pundits as particularly vulnerable, amid global aftershocks, and market carnage.