IT Sector Valuation Slump & Astrological Insights
By Saurabh Garg, Planetary Researcher & Astrologer
August 2025
Market Overview: IT Sector Under Pressure
India’s top IT services firms—TCS, Infosys, HCL Tech, Wipro, and LTIMindtree—have seen their combined market capitalization plummet by 24% in 2025, sinking to ₹24.86 trillion. Key concerns include:
- Slowing Earnings: Revenue growth at just 6.9%, with flat profits.
- AI Disruption Fears: Automation and generative AI threaten traditional service models.
- Macro Uncertainty: Weak global demand and reduced tech spending.
1-Month Performance (July 2025):
- HCL Tech: ↓15%
- TCS: ↓13%
- Infosys: ↓6.7%
- Wipro: ↓6%
Investor sentiment remains cautious amid valuation corrections, with the sector’s P/E ratio (~22.3x) now trailing the Sensex—a rare occurrence in four years.
Astrological Analysis: Rahu-Ketu Axis & IT Sector Volatility
The current Rahu in Aquarius (innovation/tech) and Ketu in Leo (leadership/ego) transit (since March 2025) offers critical insights:
1. Rahu in Aquarius: Hype vs. Reality
- Aquarius rules technology, networks, and AI—Rahu here amplifies disruption trends but triggers overvaluation and abrupt corrections.
- Shatabhisha Nakshatra (Varuna): Links to cybersecurity risks, data leaks, and opaque AI ethics, raising sectoral risk perception.
- Historical Parallel: The 2006–2007 Rahu-Ketu transit saw tech stock euphoria → correction → rebound. A similar pattern may unfold.
Impact: Since March 2025, institutional investors have reassessed IT valuations, leading to profit-taking.
2. Ketu in Leo: Leadership Crisis
- Ketu dims charismatic leadership, triggering:
- CXO reshuffles (e.g., recent exits at Infosys, Wipro).
- Investor skepticism toward visionary rhetoric—focus shifts to hard financials.
- Branding struggles: Firms find it harder to justify long-term AI investments.
Key Observation: The Aquarius-Leo axis disrupts speculative momentum (Ketu in 5th sign Leo), delaying recovery until clearer earnings visibility emerges.
Forward Outlook: Recovery Triggers
- Mercury’s Direct Motion (Post-September 2025): May ease communication gaps between firms and investors.
- Rahu’s Shift to Capricorn (Late 2026): Could stabilize tech valuations as Ketu moves to Cancer (emotional recalibration).
- Jupiter in Gemini (2026): Supports digital infrastructure spending, aiding sectoral sentiment.
Strategic Takeaway:
- Short-term pain likely persists till Q1 2026, but selective buying opportunities may emerge post-correction.
- Monitor AI monetization progress and CXO stability for turnaround signals.
Disclaimer: Astrological insights are research-based and not financial advice. Consult a SEBI-registered advisor for investments.
Saurabh Garg
Planetary Strategist | Market Astrology Researcher
[Contact: parthastrology.com]
