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![File1UpdatesIND Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::995757037693714432.png) File1 Updates [@File1UpdatesIND](/creator/twitter/File1UpdatesIND) on x XX followers
Created: 2025-07-24 07:19:12 UTC

Key Update

Indian IT’s Sector Diversification Falters Amid US Tariffs, Healthcare Cuts

Verticals like manufacturing, pharma, consumer, and MedTech—key to diversification from BFSI—face slowdowns due to US tariffs and the Big Beautiful Bill's healthcare spending cuts.

Companies like TechMahindra are pivoting back to BFSI and retail, as project delays and cost pressures grip sectors hit by global policy and regulatory shifts.

Infosys and HCL report continued resilience in BFSI, with vendor consolidation and transformation deals bolstering their core verticals.

EY notes 2025 H1 was a mixed bag for Indian IT, marked by macro uncertainty, global trade disruptions, and shifting client priorities—even typically stable sectors like pharma show softness.


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![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948281795956604991/c:line.svg)

**Related Topics**
[coins healthcare](/topic/coins-healthcare)
[tariffs](/topic/tariffs)
[asset allocation](/topic/asset-allocation)

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