IT’s worst year may be behind it: Viraj Gandhi sees a selective revival in 2026

Driven by stabilizing global interest rate dynamics and a gradual increase in enterprise technology budgets, Viraj Gandhi, CEO of SAMCO Mutual Fund, believes India’s IT stack is positioned for a moderate comeback in 2026. While the sector faced a challenging 2025 amid subdued discretionary spending, he expects improving deal traction, recovery in margins and normalizing […]