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BEARISH(90%)
hold
Published on the original source: 30 Mar 2026, 1:02 PM IST

US-Iran war: Infosys, Persistent Systems to OFSS — IT stocks fall on fears of subsea cable, internet disruptions

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AI Analysis

The IT sector is sensitive to global geopolitical stability and infrastructure integrity. Recent rallies in Nifty IT (Context 1, 2, 3) could be short-lived if these new risks materialize.

Trading Insight

Maintain a bearish bias on Nifty IT; consider shorting or buying protective puts with strict stop-losses above recent resistance levels.
Quick check: INFY neutral (-1.0% 1d), PERSISTENT bullish bias (-0.6% 1d).

Key Evidence

  • Nifty IT fell by 1.5% on March 30.
  • The fall is attributed to Iran's threats against undersea internet cables.
  • Concerns are rising about India's digital connectivity.
  • Key stocks like Oracle (OFSS) and HCL Technologies dropped 1-3%.
  • Analysts suggest increased volatility for Indian IT stocks amid rising geopolitical tensions.

Affected Stocks

INFYInfosys
Negative

Explicitly mentioned as falling due to geopolitical fears and potential internet disruptions.

PERSISTENTPersistent Systems
Negative

Explicitly mentioned as falling due to geopolitical fears and potential internet disruptions.

OFSSOracle Financial Services Software
Negative

Explicitly mentioned as falling due to geopolitical fears and potential internet disruptions.

HCLTECHHCL Technologies
Negative

Explicitly mentioned as dropping 1-3% due to geopolitical fears.

TCSTata Consultancy Services
Negative

As a major Nifty IT component, it is highly likely to be affected by sector-wide concerns, despite not being explicitly named in the immediate fall.

WIPROWipro
Negative

As a major Nifty IT component, it is highly likely to be affected by sector-wide concerns, despite not being explicitly named in the immediate fall.

MPHASISMphasis
Negative

As a major Nifty IT component, it is highly likely to be affected by sector-wide concerns, despite not being explicitly named in the immediate fall.

COFORGECoforge
Negative

As a major Nifty IT component, it is highly likely to be affected by sector-wide concerns, despite not being explicitly named in the immediate fall.

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