New Delhi, July 8 -- Tata Consultancy Services (TCS), India's largest IT services company, will kick off the FY27 earnings season on July 9, with investors closely tracking not just its quarterly numbers but also its outlook for the broader IT sector.

The results come at a critical time for Indian technology companies, which are grappling with slowing discretionary spending, geopolitical uncertainty and the rapid rise of artificial intelligence (AI), forcing the industry to rethink its traditional outsourcing-led business model.

While brokerages expect a subdued June quarter, management commentary on AI adoption, deal wins, hiring, margins and demand trends could prove far more important than the headline numbers. The company's update i...