ilmscore | Prediction Details
"I am not at all bullish on it. Even right now, even though the index has corrected by almost 30%. I'll give you a very simple reason for that. If you look at the management commentaries, the Q1 results management commentaries. I think either Infosys or TCS either of them have not even given a revenue guidance and one of them has given something like some 1 to 3% revenue guidance. Okay. So there are many IT companies who have not given a revenue guidance or revenue guidance has been given as low as 1 to 3%. I don't think that is that is very encouraging. Okay. Uh even if you look at profit growth Q1 profit growth y it is not at all encouraging. margin guidances are not good for India 70% of our total export uh comes so it exports basically 70% of that roughly comes from countries like US and Europe US but apart from that even US economy is not doing that great not neither is Europe European economy doing that great"
By CA Rachana Phadke Ranade | August 14, 2025 | Incorrect
From video
India–China: What’s Cooking? | Monthly MF Equity Inflow at New High | CA Rachana Ranade 00:28:25 - 00:29:32
Interpreted Prediction
The speaker is not bullish on the IT sector, citing weak management commentary, low revenue guidance (1-3%) from major companies like Infosys and TCS, unencouraging Q1 profit growth, poor margin guidance, and the challenging economic conditions in the US and Europe, which are major export markets for Indian IT.
AI Evaluation Notes
The prediction was that the IT sector would not perform well, with low revenue guidance. However, Indian IT sector revenue is expected to grow to $227 billion in FY2025. This suggests the prediction was inaccurate.

Prediction Details

Topic
Indian IT Sector

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