India IT Services Companies' Guidance May Be Weighed by Mideast Conflict -- Market Talk

Dow Jones04-06

0455 GMT - India IT services companies' earnings guidance might be weighed by the Middle East conflict, Nomura analysts say in a research report. The conflict alongside high energy prices will probably create uncertainty over their end-customers' demand, the analysts say. These companies are likely to acknowledge macroeconomic risks and issue broad revenue growth guidance for FY 2027. Meanwhile, larger revenue pools for India IT services providers should emerge when enterprise adoption of artificial intelligence occurs, which is likely to gather pace over the next 12-18 months, the analysts say. Nomura's top sector picks are Infosys, Cognizant Technology Solutions, Coforge and eClerx Services. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

April 06, 2026 00:55 ET (04:55 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2625624214?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-06 12:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2625624214","market":"sg","top_or_hot":-1,"title":"India IT Services Companies' Guidance May Be Weighed by Mideast Conflict -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0455 GMT - India IT services companies' earnings guidance might be weighed by the Middle East conflict, Nomura analysts say in a research report. The conflict alongside high energy prices will probably create uncertainty over their end-customers' demand, the analysts say. These companies are likely to acknowledge macroeconomic risks and issue broad revenue growth guidance for FY 2027. Meanwhile, larger revenue pools for India IT services providers should emerge when enterprise adoption of artificial intelligence occurs, which is likely to gather pace over the next 12-18 months, the analysts say. Nomura's top sector picks are Infosys, Cognizant Technology Solutions, Coforge and eClerx Services. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 06, 2026 00:55 ET (04:55 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>India IT Services Companies' Guidance May Be Weighed by Mideast Conflict -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIndia IT Services Companies' Guidance May Be Weighed by Mideast Conflict -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-06 12:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0455 GMT - India IT services companies' earnings guidance might be weighed by the Middle East conflict, Nomura analysts say in a research report. The conflict alongside high energy prices will probably create uncertainty over their end-customers' demand, the analysts say. These companies are likely to acknowledge macroeconomic risks and issue broad revenue growth guidance for FY 2027. Meanwhile, larger revenue pools for India IT services providers should emerge when enterprise adoption of artificial intelligence occurs, which is likely to gather pace over the next 12-18 months, the analysts say. Nomura's top sector picks are Infosys, Cognizant Technology Solutions, Coforge and eClerx Services. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 06, 2026 00:55 ET (04:55 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1323998911.USD","symbol_name":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2625624214","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2625624214","pubTimestamp":1775451300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0455 GMT - India IT services companies' earnings guidance might be weighed by the Middle East conflict, Nomura analysts say in a research report. The conflict alongside high energy prices will probably create uncertainty over their end-customers' demand, the analysts say. These companies are likely to acknowledge macroeconomic risks and issue broad revenue growth guidance for FY 2027. Meanwhile, larger revenue pools for India IT services providers should emerge when enterprise adoption of artificial intelligence occurs, which is likely to gather pace over the next 12-18 months, the analysts say. Nomura's top sector picks are Infosys, Cognizant Technology Solutions, Coforge and eClerx Services. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU1102505762.USD":"富达新兴市场焦点 A","CTSH":"高知特","BK4588":"碎股","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","BK4523":"印度概念","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0164881194.USD":"HSBC GIF INDIAN EQUITY \"AC\" (USD) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","BK4535":"淡马锡持仓","LU0536402901.SGD":"FTIF - Franklin India A (acc) SGD","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","INFY":"印孚瑟斯","BK4134":"信息科技咨询与其它服务","LU0287143357.SGD":"Fidelity India Focus A-SGD","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0708995666.HKD":"FRANKLIN INDIA \"A\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0066902890.USD":"HSBC GIF INDIAN EQUITY \"AD\" (USD) INC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU0702159699.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1805238398.USD":"FIDELITY INDIA FOCUS \"A\" (USD) ACC","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","LU0197229882.USD":"富达印度焦点基金","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU1166156734.SGD":"Fidelity Asian Smaller Companies A-ACC-SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK4585":"ETF&股票定投概念","VGT":"信息技术ETF-Vanguard","IE00B7N09G41.SGD":"柏瑞印度股票A5CP SGD","LU0531971678.HKD":"HSBC GIF INDIAN EQUITY \"AD\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","IE00B0JY6M65.USD":"PINEBRIDGE INDIA EQUITY \"A\" (USD) ACC","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC"},"translate_title":"印度IT服务公司的指引可能会受到中东冲突的影响——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VGT":1.5,"MNDmain":1.5,"CTSH":0.9,"INFY":0.9},"content_text":"0455 GMT - India IT services companies' earnings guidance might be weighed by the Middle East conflict, Nomura analysts say in a research report. The conflict alongside high energy prices will probably create uncertainty over their end-customers' demand, the analysts say. These companies are likely to acknowledge macroeconomic risks and issue broad revenue growth guidance for FY 2027. Meanwhile, larger revenue pools for India IT services providers should emerge when enterprise adoption of artificial intelligence occurs, which is likely to gather pace over the next 12-18 months, the analysts say. Nomura's top sector picks are Infosys, Cognizant Technology Solutions, Coforge and eClerx Services. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 06, 2026 00:55 ET (04:55 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2625624214","isCrawlerRequest":true}