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Dalal Street Shake Up — Are AI Startups Overtaking TCS & Infosys?

2 min read | February 13, 2026 11:17 AM IST | By Team Kalkine Media

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Dalal Street is witnessing sharp volatility as India’s IT heavyweights — Tata Consultancy Services and Infosys — face intense short-term pressure. The Nifty IT index has slipped to multi-month lows, not because of weak earnings, but due to the rapid rise of advanced artificial intelligence. Global AI developments, including enterprise tools from companies like Anthropic, are accelerating automation across legal, analytics, consulting, and customer service workflows — areas that traditionally powered India’s IT outsourcing boom. As automation scales, investors are repricing expectations around labour-based billing models and offshore workforce dependency. Adding a new dimension, India’s AI-focused firm Fractal Analytics saw strong IPO subscription, highlighting investor appetite for AI-native businesses even as legacy IT stocks face selling pressure. So, are AI startups truly overtaking the IT giants? Not yet. In terms of scale, global client base, and revenue dominance, Indian IT majors remain firmly ahead. However, markets are clearly signaling a structural shift. The key question now is whether established players can pivot quickly toward AI-led, outcome-driven models — or risk gradual erosion by agile AI-first firms. Is this a temporary valuation reset or the beginning of a long-term transformation in India’s IT sector? Watch the full analysis to understand what lies ahead for Dalal Street and the future of Indian technology leadership.

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