Overview

• HCLTech will release July–September earnings after the Indian market closes on October 13, followed by a 7:30 p.m. IST management call.
• Bloomberg estimates peg revenue at about Rs 31,472 crore, net profit at roughly Rs 4,236 crore, and EBIT margin near 16.47%.
• Analysts expect steady sequential growth led by BFSI and hi‑tech, with several brokerages projecting quarter‑on‑quarter margin expansion.
• Commentary on the new US $100,000 fee for H‑1B petitions is a key watch item given the potential to lift onsite costs, even with HCLTech’s relatively lower reliance on such visas.
• Deal momentum and workforce trends remain focal points, with brokers flagging strong TCV expectations after Q1’s $1,812 million tally, and investors tracking headcount and attrition metrics.