Overview

• One97 Communications posted a Rs 123 crore net profit in Q1 FY26, reversing a Rs 840 crore loss, on 28% revenue growth and a positive EBITDA of Rs 72 crore
• Infosys reported an 8.7% year-on-year net profit rise to Rs 6,921 crore with revenues up 7.5%, raised the lower end of its FY26 revenue guidance to 1%–3% and maintained a 20%–22% margin outlook
• Zensar achieved modest sequential gains with Q1 net profit at Rs 182 crore and revenue up 1.9% to Rs 1,385 crore while infusing AI into 20% of its new order bookings
• Firms attribute margin stability and service diversification to AI-led operational leverage coupled with disciplined expense controls
• Companies signal cautious demand recovery by maintaining conservative hiring practices and adjusting guidance selectively in response to persistent macroeconomic uncertainties