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India's Wipro Slips, Weak Forecast Deepens IT Slowdown Fears

July 17 (Reuters) - Shares of Wipro fell up to 2.4% on Friday after the Indian IT services firm's quarterly earnings miss and sluggish ​outlook disappointed investors, reinforcing concerns over tepid client spending, delayed deal ‌ramp-ups and AI-led disruption.

The stock was trading 1.5% lower at 175.12 rupees, as of 09:50 a.m. IST, making it the second-biggest laggard in the Nifty IT index and the ​top loser on benchmark Nifty 50.

The Bengaluru-based software services exporter missed analysts' ​estimates and forecast September-quarter revenue growth of between a 1.5% ⁠decline and a 0.5% increase in constant-currency terms.

The results from India's fourth-largest ​software-services exporter underscore persistent challenges for the country's $315 billion IT services sector, including ​subdued client spending, prolonged decision-making cycles AI-driven efficiency measures.

Fourteen brokerages cut their price targets on the stock after the results, according to LSEG-compiled data, dragging its median price target to ​187 rupees from 210 rupees last month.

While rivals Tata Consultancy Services, HCLTech ​and Tech Mahindra have shown greater resilience, analysts said Wipro continues to struggle to convert ‌large ⁠contract wins into revenue growth.

Total deal wins for Wipro fell to $3.37 billion from $5 billion a year earlier.

Investec cut its target price to 200 rupees from 240 rupees, calling the period "another quarter of disappointment" and warned that growth remained constrained ​by delayed client ​decisions and slow ⁠execution of large deals.

Citi also flagged those concerns, trimming its target price to 150 rupees from 160 rupees and ​cutting fiscal 2027 and 2028 earnings estimates by 5% to ​7%.

Nomura lowered ⁠its target price to 190 rupees from 200 rupees, citing weaker-than-expected forecast and soft deal wins, while Ambit Capital said fiscal 2027 could mark Wipro's fourth ⁠consecutive year ​of organic revenue decline.

Weak bookings pointed to a ​likely fourth consecutive year of U.S.-dollar revenue contraction, BOB Capital Markets said, adding that an execution ​remains Wipro's biggest challenge.

Reporting by Kashish Tandon in Bengaluru; Editing by Sherry Jacob-Phillips

Source: Reuters


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