The Hindu BusinessLine Tech
6/28/2026

The original headline is: "Indian IT faces FY27 guidance cut risk as AI, geopolitics cloud demand"
Original: Indian IT faces FY27 guidance cut risk as AI, geopolitics cloud demand
Short summary
Indian IT services face FY27 guidance-cut risk as customers shift spending toward AI tokens and cloud infrastructure. Geopolitical uncertainty compounds demand pressure. The sector confronts dual headwinds: AI-driven budget reallocation and macroeconomic instability, threatening recovery timelines.
- •Enterprise spending shifting from traditional IT services to AI tokens and cloud
- •Geopolitical uncertainty amplifying demand headwinds
- •IT sector faces pressure to reduce FY27 growth guidance
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