share market
The scope of Artificial Intelligence (AI) is now directly changing the face of important sectors like healthcare, banking, automobile and cyber security. In India too, there has been a tremendous increase in the demand for AI related services. In this changing era, the country’s leading IT companies have started molding themselves in the mold of cloud computing and AI. The latest figures for the quarter of March 2026 show that foreign investors have increased their stake in three major Indian IT companies with a strong hold in the AI sector.
Foreigners’ confidence in LTM increased
These days, the eyes of market experts are especially focused on LTM. According to the data, in September 2025, the stake of foreign investors in this company was 6.40 percent. By March 2026, this figure increased to 6.63 percent. These days, LTM is working very aggressively on AI and digital transformation. To provide accurate AI solutions to customers, the company has recently launched its own special AI platform named ‘BlueVerse’. Its direct impact is visible on the order book of the company. In the March quarter alone, the company has received new orders worth $1.7 billion. This is the sixth consecutive quarter when the company’s new order inflow has crossed $1.5 billion.
Shopping returned again in Tech Mahindra
The return of foreign investors can also be clearly seen in the IT sector giant Tech Mahindra. Last year, in September 2025, the FII stake here was 20.60 percent, which fell to 17.94 percent in the December 2025 quarter. However, in the March 2026 quarter, foreign investors again changed their stance and increased their stake in the company to 18.59 percent. The management of the company also believes that big clients are now demanding huge demand for data and AI based projects. Tech Mahindra is continuously increasing its investment in digital services like cloud computing and cyber security. The excellent results for FY 2026 show that the number of customers with a turnover of more than $50 million has now increased to 29. Along with this, the company’s profit has also increased by 31.4 percent during the entire year, due to which the earning ratio has improved significantly.
This share of Tata Group won
Tata Group company Tata Elxsi has emerged as the biggest choice for foreign investors. A spectacular increase of 2.51 percent was recorded in the foreign stake in this stock within just one quarter. While the holding of foreign investors had decreased to 8.57 percent in December 2025, it increased rapidly to 11.08 percent in March 2026. This company mainly provides its best technical services to media, automobile, communication and healthcare sectors. In FY 2026, Tata Elxsi has shifted its entire focus to Generative AI (GenAI). Launching platforms like ‘DevStudio.ai’, partnering with many big AI companies and providing AI training to its employees on a large scale are important parts of this strategy. The clear goal of the company is to establish itself as an AI based engineering firm.
Should the common investor invest money?
Now the biggest question that arises is whether a common investor should invest his money in these shares just by looking at the actions of foreign investors or ‘AI theme’? Market experts believe that it is not right to take investment decisions only on the basis of trend. Before investing money in any company, it is very important to closely examine important parameters like current valuation of its shares, profit growth, order book, customer base and global IT expenditure.
If you have a long-term view in the stock market and have full confidence in the future of AI, then these companies can definitely be kept in your watchlist. But it is equally important to note that many of the future expectations related to AI have already been factored into the current prices of these stocks. Therefore, before investing, consult your financial advisor and make a proper assessment of the risks.
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Disclaimer: This article is for information only and should not be considered as investment advice in any way. TV9 Bharatvarsha advises its readers and viewers to consult their financial advisors before taking any money-related decisions.
