Overview

• HCLTech will release July–September results after market hours on October 13, followed by a 7:30 p.m. IST investor call.
• Bloomberg consensus pegs revenue at Rs 31,472 crore, net profit at Rs 4,236 crore, EBIT at Rs 5,343 crore, and EBIT margin near 16.47%.
• BFSI and hi‑tech are seen driving sequential growth, with a small cross‑currency tailwind and margin gains partly tempered by restructuring costs.
• Deal flow remains a key watchpoint, with several brokerages expecting stronger TCV versus Q1, when new wins totaled $1,812 million.
• Management commentary on visa costs, workforce metrics, and FY26 guidance is in focus, with brokers broadly positive and expecting guidance stability.