StockWatch
·

HCL TECHNOLOGIES LTD. Q2 FY26 Results

HCLTECHQ2 FY26 Results
Filing
MetricValue ( Cr)Q1 FY26Q2 FY25
Revenue31.9K5.3%10.7%
Total Income32.4K5.0%10.4%
Expenditure26.7K4.1%12.8%
PBT5.7K9.9%0.3%
Net Profit4.2K10.2%0.0%
OPM20.49%0.60pp
NPM13.09%0.61pp
EPS15.6310.2%901.9%
View full financials

HCLTech Reports Strong Q2 FY26 Earnings with 2.4% Sequential Revenue Growth and 116 bps Sequential Operating Margin Expansion

17 Oct 2025 · 17 Oct 2025, 10:11 pm

Summary

HCL Technologies Ltd reported strong Q2 FY26 earnings with 2.4% sequential revenue growth and 116 basis points sequential operating margin expansion. The company's revenue grew 2.4% sequentially and 4.6% on a year-on-year basis in constant currency. The Services business grew 2.5% sequentially and 5.5% year- on-year in constant currency. The Software business' Subscription, Support and Professional Services revenue grew 9% year-on-year. The company generated over $100 million in Advanced AI revenue through diverse service lines and IPs.

Key Highlights

  1. 1

    2.4% sequential revenue growth

  2. 2

    4.6% year-on-year revenue growth in constant currency

  3. 3

    2.5% sequential growth in Services business

  4. 4

    5.5% year-on-year growth in Services business in constant currency

  5. 5

    9% year-on-year growth in Software business' Subscription, Support and Professional Services revenue

  6. 6

    $2.6 billion of new bookings

  7. 7

    First time crossed $2.5 billion mark without a contribution from any mega deal

  8. 8

    Signed two large deals

  9. 9

    Generated over $100 million in Advanced AI revenue

  10. 10

    3% of total revenue from Advanced AI

Management Comments

C

C. Vijayakumar

This was a strong and energizing quarter for us with broad-based growth, expansion in margins, and exceptional bookings. We are seeing the results of a strategy come to life, and am proud of how our teams are executing and winning in the market.

S

Shiv Walia

Little later, Shiv would unpack detailed financials across service lines, geographies, verticals, and the client segments.

Informational and educational content only. Not investment advice.