x
  • Advisory
    • Economic Potential Realization
    • Climate Goal Realization
    • Data and Digital Strategy Realization
    • Public Policy Realization
    • Transaction Realization
  • Solutions
    • CHOICE
    • PMIS
    • Panchlekha
    • Vidyanjali
  • Industries
    • Aerospace & Defence
    • Agriculture
    • Automotives
    • Healthcare
    • Maritime and Aviation
    • Education, Entrepreneurship, Employment
    • Tourism
    • Urban & Housing
    • Road and Railways
    • Media and Entertainment
    • Capital Market
  • Insights
    • Reports
    • Newsletters & Policy Updates
    • Op-Eds
    • Policy Square
    • Case Studies
  • Locations
    • Locations
    • India
    • UAE
    • USA
  • Careers
    • Join Us
    • Jobs
  • About
    • About us
    • Leadership
    • Diversity
    • Life At Primus
  • Media
    • Events
    • In the News
primus partners
  • Advisory
    • Economic Potential Realization
    • Climate Goal Realization
    • Data and Digital Strategy Realization
    • Public Policy Realization
    • Transaction Realization
  • Solutions
    • CHOICE
    • PMIS
    • Panchlekha
    • Vidyanjali
  • Industries
    • Aerospace & Defence
    • Agriculture
    • Automotives
    • Healthcare
    • Maritime and Aviation
    • Education, Entrepreneurship, Employment
    • Tourism
    • Urban & Housing
    • Road and Railways
    • Media and Entertainment
    • Capital Market
  • Insights
    • Reports
    • Newsletters & Policy Updates
    • Op-Eds
    • Policy Square
    • Case Studies
  • Locations
    • Locations
    • India
    • UAE
    • USA
  • Careers
    • Join Us
    • Jobs
  • About
    • About us
    • Leadership
    • Diversity
    • Life At Primus
  • Media
    • Events
    • In the News
X
  • Advisory
    Advisory
    • Economic Potential Realization
    • ESG Goal Realization
    • Data and Digital Strategy Realization
    • Public Policy Realization
    • Transaction Realization
  • Solutions
    Solutions
    • CHOICE
    • PMIS
    • Panchlekha
    • Vidyanjali
  • Industries
    Industries
    • Aerospace & Defence
    • Agriculture
    • Automotives
    • Healthcare
    • Ports & Shipping
    • Education, Entrepreneurship, Employment
    • Tourism
    • Urban & Housing
    • Road and Railways
    • Media and Entertainment
    • Capital Market
  • Insights
    Insights
    • Reports
    • Newsletters & Policy Updates
    • Op-Eds
    • Policy Square
    • Case Studies
  • Locations
    Locations
    • Locations
    • India
  • Careers
    Careers
    • Join Us
    • Jobs
  • About
    About
    • About us
    • Leadership
    • Diversity
    • Life At Primus
  • Media
    Media
    • Events
    • In the News
Can IT sector see market re-rating amid positive AI commentary by Infosys after TCS? Analysts say 'evidence of monetisation' needed
Primus In News
Can IT sector see market re-rating amid positive AI commentary by Infosys after TCS? Analysts say 'evidence of monetisation' needed
16-01-2026

Shravan Shetty, Managing Director, Primus Partners, highlighted that markets will rerate AI stocks only after consistent quarterly performance, backed by tangible deals, acquisitions, and earnings guidance pointing to sustained growth in the AI space.

Explore Related Insights
  • 63% People Sees India As Trade, Tech & Economic Powerhouse: Survey
  • After festival inventory buildup, two-wheeler dispatches fall in November
  • Budget 2026: India to power its clean tech and nuclear ambitions to build an innovation state
  • Investors hit the road as India's startup story moves beyond metros

Subscribe to Primus Insights and stay updated on the latest developments

  • Home
  • Careers
  • Contact Us
  • Privacy Policy
  • Terms and Conditions
Primus Partners
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
© 2026 Primus Partners Private Limited. All Rights Reserved.