Information Technology

Sector overview

Total Companies: 181
Total Market Cap (₹ Cr): 28,10,628
Top 3 Market Cap (₹ Cr): 15,45,568
Sector Concentration: 54.99%
Weighted P/E: 28.78
Weighted P/B: 6.69
Avg Dividend Yield: 0.85%
Avg Qtrly Profit Growth (YoY): 81.46%
Avg Qtrly Sales Growth (YoY): —
Avg Sector ROE: 9.50%
Avg Sector ROCE: 17.51%
Avg Debt to Equity: 0.32
Broad Industries: 4
Sub Industries: 7

AI Sector View

AI GENERATED

Buy

Export of services 13.0% YoY (2026-06)Currency 95.23 (Sep/26)services PMI 54.1 points (Aug/26)

IT is supported by a still-expanding services backdrop and a weaker rupee. Export of services grew 13.0% YoY (2026-06), services PMI was 54.1 (Aug/26), and the currency at 95.23 (Sep/26) is depreciated versus the previous 95.16, which helps INR translation of export revenues. FPI positioning is only neutral-to-soft with net 3-month flow of INR -5 crore to 2026-08-31, so the positive stance is primarily macro-driven.

Confidence

68%