[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Rohit Singhal [@MULTIPLY_RS](/creator/twitter/MULTIPLY_RS) on x XX followers Created: 2025-07-17 13:57:25 UTC The Entire IT Pack – HCL Tech, TCS, Wipro, Tech Mahindra, etc. India’s IT majors have been going through a rough patch for the past few quarters. These companies earn most of their revenue from clients in North America, Latin America, Europe, and the UK. But due to geopolitical uncertainty—particularly tariff-related concerns during the Trump era—clients have faced supply chain disruptions and delayed decision-making. Naturally, when clients are unsure about their own future, they hesitate to spend on backend IT services. At the same time, these companies are investing heavily in AI, talent, and expanding capacity, which is putting pressure on margins. So, you’re seeing flat revenue growth on one side and shrinking margins on the other. YoY revenue growth in Q1 FY26: TCS – XXXX% HCL Tech – X% Wipro – XXXX% Tech Mahindra – XXX% All are posting single-digit growth, and future guidance isn't encouraging either: TCS – No guidance Wipro – (-1%) to X% HCL Tech – 3–5% Despite these weak numbers, some investors are tempted by the low PE ratios, assuming the stocks are undervalued. But here's the reality: low PE reflects low growth expectations. Many retail investors get trapped this way—chasing "cheap" valuations without understanding why the valuation is low in the first place. That said, don’t stop tracking these businesses. The moment macro headwinds ease and management starts guiding for double-digit revenue growth, that’s your cue — the stocks will likely start moving again. And how do you know when that shift happens? Listen to the management concalls. Don’t blindly follow every Tom, Dick, or Harry. Protect your hard-earned money from being stuck in underperformers. Follow the fundamentals. XXX engagements  **Related Topics** [donald trump](/topic/donald-trump) [latin](/topic/latin) [united states](/topic/united-states) [mahindra](/topic/mahindra) [$techmbo](/topic/$techmbo) [wit wipro limited](/topic/wit-wipro-limited) [Post Link](https://x.com/MULTIPLY_RS/status/1945845294987395108)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Rohit Singhal @MULTIPLY_RS on x XX followers
Created: 2025-07-17 13:57:25 UTC
The Entire IT Pack – HCL Tech, TCS, Wipro, Tech Mahindra, etc.
India’s IT majors have been going through a rough patch for the past few quarters. These companies earn most of their revenue from clients in North America, Latin America, Europe, and the UK. But due to geopolitical uncertainty—particularly tariff-related concerns during the Trump era—clients have faced supply chain disruptions and delayed decision-making. Naturally, when clients are unsure about their own future, they hesitate to spend on backend IT services.
At the same time, these companies are investing heavily in AI, talent, and expanding capacity, which is putting pressure on margins. So, you’re seeing flat revenue growth on one side and shrinking margins on the other.
YoY revenue growth in Q1 FY26: TCS – XXXX% HCL Tech – X% Wipro – XXXX% Tech Mahindra – XXX%
All are posting single-digit growth, and future guidance isn't encouraging either:
TCS – No guidance Wipro – (-1%) to X% HCL Tech – 3–5%
Despite these weak numbers, some investors are tempted by the low PE ratios, assuming the stocks are undervalued. But here's the reality: low PE reflects low growth expectations. Many retail investors get trapped this way—chasing "cheap" valuations without understanding why the valuation is low in the first place.
That said, don’t stop tracking these businesses. The moment macro headwinds ease and management starts guiding for double-digit revenue growth, that’s your cue — the stocks will likely start moving again.
And how do you know when that shift happens? Listen to the management concalls. Don’t blindly follow every Tom, Dick, or Harry. Protect your hard-earned money from being stuck in underperformers. Follow the fundamentals.
XXX engagements
Related Topics donald trump latin united states mahindra $techmbo wit wipro limited