The Nifty IT index fell by more than 5 percent in the last four sessions after US President Donald Trump issued a proclamation in which a one-time payment requirement of $ 100,000 for all new H-1B visa books for workers currently outside the US set up on September 21. The idea behind the move is to protect US posts. From the next year Visa Lottery cycle will apply $ 100,000 fees to new H-1B Visa-Laassing, which will limit the use of H-1B visas and make more expensive work more expensive. While signs of pressure on the short term in Indian IT shares are visible to the sharp increase in H-1B visa fees of the US government, analysts believe that the long-term prospects remain resilient to big players in the sector. The Indian IT industry is adaptable enough to record this shock, they said. The long-term-it-sector outlook strong, while the policy sets cost pressure, it is expected that firms with diversified delivery models and strategic foreign operations will take up the shock without major disruptions, experts suggest. Trivesh D, COO of Tradejini, noted that the H-1B visa money increase “is almost as if rates of goods are being expanded to services.” Important IT players like TCs, Infosys, Wipro, Tech Mahindra and HCL Tech are one of the biggest users of H-1B visas. TCS alone had more than 5,500 active visas from mid -2025. Although growth and investor sentiment may experience pressure in the short term, Trivesh D believes that the net effect on earnings per share (EPS) can be neutral on the medium term. Over the past decade, Indian IT businesses have strategically reduced the dependence on H-1B workers, with only 3-5 percent of the active workforce currently on these visas. The expansion of foreign delivery centers and greater local rental in the US has created buffers, as foreign operations often generate better margins. “The order does give uncertainty, and with President Trump continuing to institute unpredictable policies, the full impact will only become clear once these measures have been implemented. Structurally, Indian, however, it is adaptable enough to take up the shock,” he said. With a similar sentiment, Brokerage House Emkay emphasized that it businesses, despite the head risk, have several levers to reduce the impact. This includes increasing local rental in the US, the use of L1 visas, reducing the dependence on H-1Bs, building cost-escalations in contracts and moving work abroad. “It is unlikely that such an impact for IT businesses will be disruptive, although there is a return on share prices, as investors have the increased risks of protectionist measures,” Emkay said. Nifty it and voters The Nifty IT index is about a percent today, extending losses to the fourth direct session. In comparison, the Nifty is about 0.4 percent lower. The IT index was also the worst performer in 2025, until more than 19 percent so far this year, compared to a 6 percent increase in the Nifty benchmark. Among the voters, everyone except HCl Tech traded in the red today. Coforge was the best attire, with 2 percent off, while persistent systems, Mphasis and Wipro lost about 1.8 percent each. Tech Mahindra was also 1.4 percent lower, while Infosys, Ltimindree and TCS dumped more than half a percent each. Disclaimer: The views and recommendations above are those of individual analysts or brokerage companies, and not of currency. We advise investors to check with certified experts before making investment decisions.
Wipro, Infosys to TCS: Can it weather the H1-B Visa storm again? Explain
