Kya Safe Hai? · Research Hub
IT stocks — PERM, H-1B and AI risk
Visa headlines can move IT stocks within minutes. Separate the headline from the actual business impact.
The facts
- The US Department of Labor suspended PERM processing — the labour-certification step for employment-based green cards. It does not cancel existing H-1B visas.
- Infosys said its PERM filings were minimal and staffing impact limited; retention and US hiring costs remain watch-points.
- TCS reported Q2 FY27 revenue of ₹73,188 crore (+11.2% YoY) and net profit of ₹13,884 crore (+14.45% YoY), with AI revenue at about $3.1 billion annualised.
- Infosys reports Q2 FY27 on 23 October 2026.
Risks to track
- Visa/immigration policy and onsite cost inflation.
- AI deflation: automation can reduce billable effort on traditional contracts.
- US client spending and currency movements.
- Valuation: sector P/E versus growth rates.
Related
Read why stocks fall despite profit.
Questions? WhatsApp Sumit Bhardwaj →FAQ
- What is the PERM suspension?
- A halt by the US Department of Labor on PERM labour-certification processing, a step in employment-based green-card applications.
- Does PERM suspension affect H-1B visas?
- Not directly; it affects the green-card pathway, not existing H-1B status.
- What were TCS's Q2 FY27 results?
- Revenue ₹73,188 crore (+11.2% YoY) and net profit ₹13,884 crore (+14.45% YoY), as reported.
- Are IT stocks safe now?
- Every sector carries risk. This page explains the drivers; it is not a recommendation.
Sources
- Livemint: TCS, Green Card, H-1B triggers
- TradingView: DOL halts PERM, Infosys
- Infosys Q2 FY27 investor page