Tuesday, 29 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

HCL Technologies Earnings Call: Key Takeaways

HCLTech reported FY26 revenue of $14.7B (up 3.9% CC) and EBIT margin of 17.2%. Strategy shifts toward AI-native services (targeting 25-30% growth) despite macro headwinds.

Highlights
Revenue growth$14.66B for FY26, up 3.9% CC YoY.
MarginsFY26 adjusted EBIT margin 17.9%; FY27 guidance 17.5-18.5%.
Order bookFY26 TCV at $9.3B; Q4 new deals $1.9B.
Demand visibilitySoft discretionary environment; robust pipeline but slower conversion.
Management confidenceHigh on AI Factory and long-term Software trajectory.

Growth

FY26 revenue grew 3.9% CC; Services up 4.8%. Q4 revenue $3.7B, down 3.3% QoQ due to software seasonality.

Outlook

FY27 revenue guidance 1-4% CC (Services 1.5-4.5%); EBIT margin 17.5-18.5%. Capital allocation policy extended 5 years.

Risks

Discretionary spend cuts in Telecom; two large client ramp-downs; 2-3% revenue deflation risk from AI disruption.

Source

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

Read the document ↗

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.

More from HCL Technologies Ltd

All →
16:18 IST BSE
Other Announcement

HCL Technologies Other Announcement

HCL Technologies filed a regulatory disclosure under PIT Regulations regarding securities trading by designated persons and its employee stock option trust.

15:38 IST NSE
New Order Win

HCL Technologies Bags New Order from M Group

HCLTech was selected by M Group for AI-led IT transformation across 200+ locations in UK and Ireland. No contract value was disclosed.

From
M Group
IT transformation sites
200 locations
18:23 IST BSE
Other Announcement

HCL Technologies Other Announcement

Designated Person Vijayakumar Chinnaswamy acquired 259,901 shares from the HCL Technologies Stock Options Trust, which offloaded the same amount of shares via ESOS.

Value
₹32.28 Cr
17:35 IST BSE
Board Meeting Date

HCL Technologies Board Meeting Date

HCL Technologies has scheduled a board meeting for October 12, 2026, to consider its quarterly financial results and a third interim dividend payment.

11:06 IST NSE
Product Launch

HCL Technologies Product Launch

HCLTech launched HCLTech Pulse, a dedicated business unit for AI-led enterprise transformation. The new service targets mid-market firms with revenues between $500 million and $5 billion.

18:38 IST BSE
Employee Stock Options

HCL Technologies Employee Stock Options

HCL Technologies reported share transactions by Designated Persons following the exercise of Restricted Stock Units (RSUs) by employees.

Value
₹15.16 Cr