By MOFSL
2026-02-18T09:00:00.000Z
6 mins read

Best IT Stocks in India for Global Exposure (2026)

motilal-oswal:tags/stock-market,motilal-oswal:tags/share-market,motilal-oswal:tags/equity-market,motilal-oswal:tags/share-market-india
2026-02-18T09:00:00.000Z

Best IT Stocks in 2026

Introduction

Have you ever wondered how some of the world’s biggest banks, hospitals and airlines keep their websites and apps running smoothly 24/7? The answer more often than not lies in a quiet office building in Bengaluru Hyderabad or Pune. India is the Backbone of the global digital world. While many of us use Indian apps like UPI or Zomato, the real big money in the Indian IT sector comes from abroad. These companies earn most of their revenue in U.S. Dollars, Euros and Pounds. For an investor this is like having a secret superpower—even if the Indian economy slows down as long as companies in New York or London are working, your investment keeps growing.

In 2026 the tech world is changing. We aren't just talking about basic coding anymore; we are in the era of Artificial Intelligence (AI) and massive Cloud systems. If the foundation of a tech company is built on outdated software it will eventually collapse under the weight of these new technologies. But if the foundation is strong the growth can be life-changing.

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Why Indian IT is a Global Winner

Feature
Domestic Focus Stocks
Global IT Stocks (TCS Infosys etc.)
Earnings Currency
Indian Rupee (INR)
US Dollar (USD) Euro GBP
Client Base
Local Indian businesses
Fortune 500 companies (Google Citi BMW)
Growth Driver
India’s GDP growth
Global Digital Transformation
Stability
High (Domestic demand)
Very High (Global long-term contracts)

1. Tata Consultancy Services (TCS)

The Business: Tata Consultancy Services (TCS) is the undisputed king of Indian IT. It is the second most valuable IT brand in the world in 2026. They help global giants—from retail stores in the UK to banks in Wall Street—modernize their entire business.

Why it offers Global Exposure:

Investor POV: If you want the safest most stable foundation for your IT portfolio TCS is the gold standard. It’s like a giant ship that keeps sailing steady no matter how choppy the global waters get.

2. Infosys

The Business: If TCS is the reliable giant, Infosys is the fast-moving innovator. In 2026 it is ranked as the world’s 3rd most valuable IT services brand.

Why it offers Global Exposure:

Investor POV: Infosys is perfect for those who want a mix of high stability and slightly faster growth than TCS.

3. HCLTech

The Business: HCLTech is famous for its Engineering Services. While others focus on software, HCLTech helps companies build the actual products—like medical devices or car parts—using digital tools.

Why it offers Global Exposure:

Investor POV: HCLTech is a great Growth and Income stock. They are known for paying good dividends while growing their global footprint.

4. Wipro

The Business: Wipro has undergone a massive transformation. In 2026 they are focusing on what they call Agentic, an AI that can actually do tasks on its own, not just answer questions.

Why it offers Global Exposure:

Investor POV: Wipro is often seen as a value play. In 2026 it is working hard to catch up with TCS and Infosys making it an interesting pick for long-term investors.

5. LTIMindtree

The Business: This company was born from a merger of two strong players (L&T Infotech and Mindtree). In 2026 it emerged as a serious challenger to the Big Four.

Why it offers Global Exposure:

Investor POV: LTIMindtree is for investors who want a mid-sized stock with the muscle of a giant. It’s faster-growing and very aggressive.

6. Tech Mahindra

The Business: Part of the Mahindra Group,  Tech Mahindra company is the global leader in providing IT services to the Telecommunications (phone and internet) industry.

Why it offers Global Exposure:

Investor POV: This stock is a specific bet on the Connectivity of the world. If you think the world will need faster and safer internet this is your stock.

7. Tata Elxsi

The Business: This is a niche company. They don't do regular IT; they do Design and Engineering. They design how the dashboard of a luxury car looks or how a medical robot should move.

Why it offers Global Exposure:

Investor POV: Tata Elxsi is a premium stock. It is more expensive than others but offers very high-quality growth in specialized fields.

8. Mphasis

The Business: Mphasis is a specialist in the Banking and Financial Services (BFSI) sector.

Why it offers Global Exposure:

Investor POV: It is a niche giant. If you want to bet specifically on the digital future of global banking, Mphasis is a strong choice.

9. Persistent Systems

The Business: Persistent is a product engineering specialist. They help tech companies build their actual software products.

Why it’s Strong for 2026:

Investor POV: A favorite among many professional investors because of its high efficiency and steady staircase growth.

10. Coforge (formerly NIIT Tech)

The Business: Coforge is a specialist in the Travel Transport and Hospitality sectors along with Insurance.

Why it offers Global Exposure:

Investor POV: Coforge is a focused stock. It’s perfect for investors who want to benefit from the global boom in travel and insurance.

The Dollar Hedge: Why These Stocks Protect You

One of the best reasons to own Indian IT stocks in 2026 is something called the Dollar Hedge.

Imagine you buy 1 share of TCS.

This gives you a double benefit. It’s why Indian IT stocks are often the safest place to keep your money during times when the Rupee is falling.

Tips for Investing in IT Stocks in 2026

  1. Don't Fear the AI Talk: Some people worry that AI will take away IT jobs. In 2026 we see the opposite. Companies like TCS and Infosys are being paid more to help clients navigate the world of AI. AI is a growth engine not a threat for the strong players.
  2. Look for the Direct Plan: If you are investing through Mutual Funds always choose Direct to save on commission costs.
  3. Check the Attrition Rate: This is a fancy term for how many employees are leaving the company. If too many people are leaving the company's foundation might weaken because they lose their best talent.
  4. Be Patient: IT stocks are long-term wealth creators. Don't panic if the stock price goes down for a month because of some news in the U.S. Look at the 5-year picture.

Recommended similar reads: Which stocks are likely to perform well in 2026? | Multibagger stocks to buy in 2026

Frequently Asked Questions (FAQs)

Why is 2026 a good year for Indian IT?

In 2026 the world has moved past the experiment phase of AI and is now spending billions to actually implement it. Indian IT companies are the ones doing the implementation.

Does a recession in the U.S. hurt Indian IT?

Yes, in the short term U.S. companies might cut spending. But in the long term they often send more work to India because it is cheaper and more efficient.

Which IT stock pays the best dividend?

TCS, HCLTech, and Oracle Financial Services (OFSS) are generally known for being very generous with dividends.

What is Attrition and why should I care?

It is the rate at which employees leave. A high attrition rate means the company is struggling to keep its talent which can delay projects and hurt profits.

Is AI a threat to companies like Infosys?

No. In 2026 AI is seen as a tool. Infosys uses AI to write code faster which means they can take on more projects with the same number of people.

What is a Multi-cap IT fund?

It is a mutual fund that invests in a mix of large companies (like TCS) and smaller faster-growing ones (like Persistent or Coforge).

Can I start investing in IT stocks with ₹1000?

Yes! You can buy fractional units through some apps or simply buy shares of mid-cap companies like Wipro or Zensar which are priced lower than TCS.

What is Cloud Computing?

It simply means storing and processing data on the internet instead of on a local computer. Most global companies are still in the process of moving to the cloud in 2026.

Why is Tata Elxsi different from TCS?

TCS does broad IT services (banking retail etc.). Tata Elxsi does Engineering Research & Development (designing cars, medical devices and high-end tech products).

Should I sell my IT stocks if the Rupee gets stronger?

A stronger Rupee can slightly reduce the profit margins of IT companies but it is rarely a reason to sell a fundamentally strong company.
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