💼 India’s IT Titans & US Immigration Shock: Stocks, Visas & What’s Next

 

💼 India’s IT Titans & 

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US Immigration Shock: Stocks, Visas & What’s Next

What’s the Buzz — Share Prices & Fundamentals play bazaar

Company	Share Price (India today)	Key Ratios / Highlights
TCS (Tata Consultancy Services)	~ ₹3,095 on  play bazaar  NSE. Groww+2TradingView+2	ROE very high (≈ 50%) showing strong profitability. P/E around 23×. Market cap huge. Groww+1
Infosys	~ ₹1,508-1,540 TradingView+3Moneycontrol+3Rediff+3	PE approx 23×. 52-week high ~ ₹2,006; low ~ ₹1,307. Dividend yield ~2.8%. Market cap ~₹6.3-6.4 lakh crore. Moneycontrol+2Rediff+2
Wipro	~ ₹255-260 range. Groww	P/E ~ 19.95×. ROE ~16%. Moderate growth pressure from competition. play bazaar    Groww
Coforge	~ ₹1,730-₹1,800 (recently ~ ₹1,795.30; dropped a little) The Economic Times+2Tickertape+2	Higher P/E (~ 60×) showing growth expectations; 52-week high ~ ₹2,005; low ~ ₹1,194. Gains in past 6-12 months decent. The Economic Times+1

Prices are approximate, reflect recent trading (morning/updates). Stocks move fast. https://www.play-bazaar.com/

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🚨 The US H-1B Visa Rule Change & Its Ripple in IT Stocks play bazaar

There’s a fresh US policy causing concern for Indian IT companies: 

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• New $100,000 one-time fee for new H-1B visa petitions (for workers going to the US) introduced by President Trump. Reuters+1

• The key point of clarification: this fee does not apply to existing 

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• H-1B visa holders or renewals. It’s only for new applications. Reuters+2PBS+2

• Because a large portion of revenue for Indian IT firms comes from the US and much of their operations depends on skilled workforces being able to travel/relocate under 

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• H-1B, this has shaken investor confidence. Reuters+2Reuters+2

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🔗 How It's Affecting Stocks (TCS / Infosys / Wipro / Coforge etc.)

• On news of the fee hike, IT sector stocks dropped — 

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• Nifty IT index fell ~2-3%; TCS, Wipro,

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•  Infosys saw ~2% drops. Reuters+1

• Coforge also saw weakness in line with broader sentiment. The Economic Times+1

• Also, Infosys has done something positive — 

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• approved its largest ever share buyback of ₹18,000 crore at ₹1,800 per share. That signals confidence and gives investors potential upside. Reuters+2The Economic Times+2

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🧐 What This Means — Risks & Opportunities

Risks:

• Increased cost for new H-1B 

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• visa applicants could reduce competitiveness of Indian IT firms that rely on deploying staff to the US.

• Some projects requiring on-site presence may get delayed or restructured.

• Stock market sentiment can stay volatile as details, 

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• clarifications, or legal challenges unfold.

Opportunities:

• Companies with strong domestic markets or diversified revenue streams (beyond just US) are better placed.

• Infosys’s buyback implies management believes current prices are undervalued —

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•  that could attract investors looking for value.

• Firms that can pivot more work remotely, or enhance local hiring in US 

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• or other regions to avoid visa dependencies might gain 

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• competitive edge.

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🏁 Takeaway

In short, Indian IT heavyweight stocks are under stress from the US policy change around 

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H-1B visas. Shares of TCS, Infosys, Wipro, and Coforge have all felt the heat. However, 

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along with risks come signals of strength — like Infosys’s buyback — and chances for gains if one plays smart (pick those with strong fundamentals,

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 good margins, less dependence on US visa staffing, or those that are likely to absorb costs well).