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Earnings Call

HCL Technologies Earnings Call: Key Takeaways

HCLTech reported FY26 revenue of ₹130,144 Cr (up 11.2% YoY) with an EBIT margin of 17.2%. Strategy focuses on AI-led growth through its 'AI Force' platform.

Highlights
Revenue growthFY26 11.2% INR; Q4 12.3% YoY INR.
MarginsFY26 EBIT 17.2%; FY27 guided slightly higher at 17.5%-18.5%.
Order bookFY26 TCV at $9,323M; Q4 TCV at $1,936M.
Demand visibilitySoftness in certain business parts due to lower discretionary spend.
Management confidenceHigh on AI opportunities for multi-decade value creation.

Growth

FY26 USD revenue grew 6.0% YoY to $14.66B; Constant Currency revenue up 3.9%. Net Income stood at ₹17,361 Cr.

Outlook

FY27 Guidance: CC revenue growth 1.0% - 4.0%; EBIT margins 17.5% - 18.5%.

Risks

Softness in discretionary spend and delayed decision-making impacted Q4 performance below management expectations.

Source

Earnings Call filed with BSE, NSE: HCLTECH. Summary written with AI assistance from the document.

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HCL Technologies Ltd: key numbers

Share price
₹1,252.60
Market cap
₹3,39,914 Cr
Revenue (annual)
₹1,30,144 Cr
Net profit (annual)
₹16,642 Cr
P/E (TTM)
19.5×Sector 21.9×
Promoter holding
60.88%+0.02% QoQ
FII holding
14.90%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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