AI contributes over 10% of TCS, Infosys’ Q2 revenue. So why are analysts still confused?

While majority of the top five Indian IT giants witnessed significant operating margin expansion in Q2 riding on AI-led productivity improvement, the management commentaries emphasised on looming AI deflationary pressures on growth.
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Story file
- Section
- World
- Topics
- AI & gadgets
- First reported by
- Moneycontrol
- Reporter
- debangana ghosh
- Published
- Saturday, 24 October 2026, 10:01 am IST
- Coverage
- 2 independent outlets
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