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Jefferies highlights uncertain growth outlook for Indian IT sector amid valuation pressure

Global brokerages remain divided on India’s IT services outlook, with Jefferies maintaining a cautious stance due to weak growth visibility and a 16 Percent P E derating. The Nifty IT index has underperformed the Nifty 50 by 25 Percent in 2025. While Jefferies favours mid tier firms, BNP Paribas and Nomura see improving deal activity and marginal revenue recovery for larger players.

By Finblage Editorial Desk

3:00 pm

28 November 2025

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This article is compiled from publicly available information, including company disclosures, stock exchange filings, regulatory announcements, and reports from global and domestic financial publications. The content has been editorially reviewed and enhanced by the Finblage Editorial Desk for clarity and investor awareness purposes only.

All information provided on Finblage is strictly for educational and informational use and should not be considered as financial, investment, legal, or professional advice. Readers are advised to conduct their own independent research and consult a certified financial advisor before making any investment decisions. Finblage shall not be held responsible for any losses arising from the use of information published on this website.

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