New Delhi, Jan. 1 -- The IT index underperformed the benchmark Nifty 50 significantly in 2025. While the benchmark index rose 10.51%, the Nifty IT index dropped 12.6% last year.

Most major IT companies, including TCS, HCL Tech, and Infosys, suffered losses in double digits in 2025. However, after the recent correction, several experts have started spotting value emerging in the sectors.

Seema Srivastava, Senior Research Analyst at SMC Global Securities, anticipates a transition in the IT sector from a cyclical recovery to a structural growth phase in FY26, driven primarily by AI-led transformation.

"Large Indian IT companies such as TCS, Infosys, HCL Tech, Wipro, LTIMindtree and Tech Mahindra are experiencing a meaningful improvement i...