Indian IT stocks surge on AI buzz

Business Nov 25, 2025

Indian IT stocks are finally seeing some action, jumping 10% and adding ₹2.6 lakh crore in value since October 2025.
Big names like TCS are up 9%, while Coforge, HCL Tech, LTIMindtree, and Persistent Systems have recorded double-digit gains, with some reaching as high as 31%.
The main reason? Investors are excited about the huge potential for AI services coming soon.

Why the hype—and a little caution

Analysts at Motilal Oswal say there's a shift in global AI trends toward building real-world applications—something Indian IT firms do well. They've even added Infosys to their top picks.
Still, experts like Apurva Sheth remind us there are risks with fast-changing tech, but recent strong earnings and steady growth make these companies look pretty solid right now.