Fresh year, no fresh start for India’s largest IT firms
Topics discussed
Show intro and today's agenda
IT sector overview and key Q1 headlines
Headline financials for TCS, Infosys, and HCL
AI deflation and pricing pressure in IT
Client decision cycles and demand drivers
New deals, vendor consolidation, and acquisitions
Data center investments and AI infrastructure
Geographic revenue mix and geopolitical shifts
Headcount trends and hiring strategies
Outlook and what to watch next quarter
Indigo Q1 results and recent operational issues
Capacity, load factor, and fare increases
Fuel costs, government caps, and market rates
Non-fuel costs, currency impact, and cost controls
Profitability breakdown and net loss analysis
Indigo's resilience strategies and future outlook
Daily tidbits: infrastructure, logistics, and tech
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