Primus In News
Market at lifetime high but IT index down 19 percent from peak: Sector is ripe for a turnaround, say analysts; here's why
28-11-2025
Shravan Shetty, Managing Director at Primus Partners, shares his view that the rise of GCC centres and hyperscalers offering value-added solutions is shrinking the technology opportunity available to traditional IT players, which may be contributing to the sector’s stock decline.
He highlights that innovative firms with differentiated models — especially those aligned with India’s push to build AI-led, India-specific technology and data-center capabilities — are likely to perform better going forward.
Explore Related Insights
- Ola starts no-commission model for cabs amid high competition
- Primus Partners Survey Reveals Optimistic Outlook for Viksit Bharat: Indians Express Confidence and 33 Experts Chart the Roadmap for Amrit Kaal
- AI and Digital Transformation: Demetris Skourides, Devroop Dhar, Avinash Mudaliar, with Pavan R Chawla in Fearless Future podcast
- Uber, Rapido eye Goa entry as drafts rules signal green
