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HCLTech Q3 Revenue Grows 6% QoQ to ₹33,872 Cr; Declares ₹12 Dividend and Two Major Acquisitions
HCL Technologies reported a solid 6% QoQ revenue growth to ₹33,872 crore for the quarter ended December 31, 2025. While net profit saw a slight decline to ₹4,082 crore, this was primarily due to a one-time exceptional charge of ₹956 crore related to the implementation of New Labour Codes. The company maintained its dividend streak by declaring ₹12 per share and announced two strategic acquisitions worth approximately ₹3,595 crore ($400 million) to strengthen its Engineering and Software portfolios. Segment-wise, IT and Business Services remained the primary driver with ₹24,504 crore in revenue.
Key Highlights
Revenue from operations increased 6% QoQ to ₹33,872 crore, led by IT and Business Services.
Interim dividend of ₹12 per share declared with a record date of January 16, 2026.
One-time exceptional impact of ₹956 crore recognized due to the New Labour Codes framework.
Acquisition of HPE's Telco Solutions Business announced for ₹1,438 crore ($160 million).
Acquisition of Jaspersoft from Cloud Software Group for ₹2,157 crore ($240 million) to boost analytics offerings.
💼 Action for Investors
Investors should focus on the strong sequential revenue growth and strategic expansion through acquisitions rather than the one-time profit dip. The consistent dividend payout continues to make it an attractive pick for long-term portfolios.
HCLTech Q3 Revenue Grows 7.3% to $3.79B; Profit Impacted by $109M One-Time Labour Code Charge
HCL Technologies reported a steady 7.3% year-on-year revenue growth for the quarter ended December 31, 2025, reaching $3,793 million. However, net profit for the quarter declined to $456 million from $545 million in the previous year, largely due to a $109 million one-time impact related to New Labour Codes. Operating profit stood at $595 million, down from $690 million YoY, reflecting margin pressure from these regulatory costs. The company maintains a robust balance sheet with cash and cash equivalents of $1,033 million.
Key Highlights
Quarterly revenue increased 7.3% YoY to $3,793 million compared to $3,533 million in the previous year.
Net profit fell 16.3% YoY to $456 million, primarily due to a $109 million one-time provision for New Labour Codes.
Operating profit margin compressed to 15.7% for the quarter, down from 19.5% in the same period last year.
Nine-month revenue reached $10,982 million, showing consistent growth over the $10,342 million recorded in the prior period.
The company paid an interim dividend of ₹42 per share during the nine-month period ended December 31, 2025.
💼 Action for Investors
Investors should treat the profit decline as a non-recurring event due to the one-time regulatory charge and focus on the healthy 7.3% revenue growth. Monitor the stock for margin recovery in subsequent quarters as the one-time costs are phased out.
HCLTech Q3 FY26 Revenue Up 13.3% YoY to ₹33,872 Cr; New Deal Wins Hit $3B
HCLTech delivered a robust Q3 FY26 with revenue growing 6.0% QoQ to ₹33,872 Crores, crossing the $15 billion annualized revenue mark. The company reported exceptional new deal wins (TCV) of $3.01 billion, a 43.5% YoY increase, driven by AI and data center transformations. Despite a one-time impact from new labor codes, EBIT margins recovered strongly to 18.6%. A dividend of ₹12 per share was announced, continuing a 92-quarter streak of payouts.
Key Highlights
Revenue grew 13.3% YoY to ₹33,872 Crores with 4.2% QoQ growth in Constant Currency.
New deal TCV surged 43.5% YoY to $3,006 million, including a $473 million mega deal with a global retailer.
Advanced AI services revenue grew 19.9% QoQ in Constant Currency to $146 million.
EBIT margin improved to 18.6% (excluding one-time items), up 111 bps sequentially.
Declared an interim dividend of ₹12 per share with a record cash balance of ₹34,306 Crores.
💼 Action for Investors
Investors should maintain a positive outlook given the strong deal momentum and leadership in AI services. The stock remains attractive for its consistent dividend payouts and improving return on invested capital (ROIC) which stands at 39.4%.
HCLTech Declares ₹12 Interim Dividend; Q3 Revenue Up 13.3% YoY to ₹33,872 Crore
HCL Technologies has declared an interim dividend of ₹12 per share for FY 2025-26, with a record date of January 16, 2026. The company reported a healthy 13.3% YoY increase in consolidated revenue to ₹33,872 crore for Q3 FY26, led by its IT and Business Services segment. Net profit for the quarter stood at ₹4,082 crore, which was impacted by a one-time exceptional charge of ₹956 crore due to the implementation of New Labour Codes. Furthermore, HCLTech announced two strategic acquisitions in the Telco and Analytics space totaling approximately ₹3,595 crore.
Key Highlights
Declared interim dividend of ₹12 per equity share with record date of January 16, 2026
Consolidated revenue grew 6% QoQ and 13.3% YoY to reach ₹33,872 crore
Net profit of ₹4,082 crore includes a ₹956 crore one-time impact from New Labour Codes
Announced acquisition of HPE’s Telco Solutions Business for ₹1,438 crore ($160 million)
Acquiring Jaspersoft business unit from Cloud Software Group for ₹2,157 crore ($240 million)
💼 Action for Investors
Investors should focus on the strong revenue growth and consistent dividend payout, as the profit dip is primarily due to a non-recurring legislative provision. The aggressive M&A activity suggests a focus on high-growth engineering and AI-led segments.
HCLTech Q3 Revenue Up 13.3% YoY to ₹33,872 Cr; Declares ₹12 Dividend & Two Major Acquisitions
HCL Technologies reported a strong 13.3% YoY revenue growth to ₹33,872 crore for Q3 FY26, driven by growth across all business segments. Net profit declined 11.1% YoY to ₹4,082 crore, primarily due to a one-time exceptional charge of ₹956 crore related to the implementation of New Labour Codes. The company maintained its dividend streak with an interim payout of ₹12 per share and announced two strategic acquisitions in the Telco and Analytics space totaling approximately ₹3,595 crore ($400 million).
Key Highlights
Consolidated revenue grew 6% QoQ and 13.3% YoY to ₹33,872 crore for the quarter ended December 2025
Net profit stood at ₹4,082 crore, impacted by a ₹956 crore one-time provision for New Labour Codes
Declared an interim dividend of ₹12 per share with the record date set for January 16, 2026
Announced acquisition of HPE's Telco Solutions Business for ₹1,438 crore ($160 million) to strengthen CSP offerings
Acquiring Jaspersoft from Cloud Software Group for ₹2,157 crore ($240 million) to expand embedded analytics capabilities
💼 Action for Investors
Investors should look past the one-time regulatory hit to profit and focus on the robust revenue growth and aggressive inorganic expansion. The steady dividend yield and strategic acquisitions in high-growth areas like Telco and AI-led networks remain positive long-term indicators.
HCLTech Partners with Microsoft Discovery Platform for AI-Driven Research Innovation
HCLTech has joined Microsoft's Discovery platform, an advanced agentic AI system designed to accelerate scientific breakthroughs in fields like drug discovery and semiconductor design. This strategic collaboration involves deep technical onboarding and joint go-to-market strategies to leverage HCLTech's domain expertise for enterprise-scale applications. The company, which reported $14.2 billion in consolidated revenue for the 12 months ending September 2025, aims to utilize this platform to deliver faster innovation to its global clients. This move strengthens HCLTech's position in the high-growth Engineering R&D and AI services market.
Key Highlights
HCLTech joins a select group of innovators on Microsoft's agentic AI platform for scientific research.
Collaboration targets breakthroughs in chemistry, materials science, drug discovery, and semiconductor design.
Company reported consolidated revenues of $14.2 billion for the 12-month period ending September 2025.
Partnership includes joint go-to-market opportunities and the development of co-innovation labs.
HCLTech employs over 226,600 people across 60 countries, supporting its global scale for this initiative.
💼 Action for Investors
Investors should view this as a positive strategic alignment that enhances HCLTech's capabilities in the high-margin Engineering R&D segment. Monitor for future contract wins specifically within the Life Sciences and Semiconductor verticals as a result of this AI partnership.
HCLTech to Acquire AI Startup Wobby for EUR 4.5 Million to Boost GenAI Capabilities
HCLSoftware, a division of HCLTech, has announced the 100% acquisition of Wobby, a Belgium-based startup specializing in AI Data Analyst Agents. The total cash consideration is EUR 4.5 million, with EUR 3.0 million payable at closing and the remainder in two annual installments. Wobby, which reported EUR 0.1 million in revenue for 2024, will be integrated into HCL's Actian Data Intelligence Platform to provide natural-language analytics. The transaction is expected to conclude by February 2026, subject to Belgian regulatory approvals.
Key Highlights
Acquisition of 100% equity in Wobby BV for a total purchase price of EUR 4.5 million
Payment structure includes EUR 3.0 million at closing and two deferred payments of EUR 0.75 million each
Wobby's revenue grew from EUR 0.03 million in 2023 to EUR 0.1 million in 2024
Integrates Agentic AI capabilities into HCL’s Actian Data Intelligence Platform for automated insights
Expected completion by February 2026 pending Belgian foreign direct investment (FDI) approval
💼 Action for Investors
This is a small but strategic technology acquisition that strengthens HCLTech's software portfolio in the high-growth GenAI space. While the financial impact is negligible given HCLTech's $14.2 billion revenue, it demonstrates a commitment to enhancing its proprietary software IP.
HCLTech to Acquire AI Startup Wobby for EUR 4.5 Million
HCLSoftware, a division of HCLTech, has announced the 100% acquisition of Wobby, a Belgium-based AI data analyst startup, for a total consideration of EUR 4.5 million. The acquisition is structured as a cash deal with EUR 3.0 million payable at closing and the remainder in two annual installments. Wobby provides Agentic AI capabilities that allow users to query complex datasets using natural language, which will be integrated into HCL's Actian Data Intelligence Platform. While the target is an early-stage startup with 2024 revenues of just EUR 0.1 million, the move is strategically aimed at accelerating GenAI adoption for enterprise clients.
Key Highlights
Acquisition of 100% equity in Wobby BV for a total purchase price of EUR 4.5 million.
Payment structure involves EUR 3.0 million at closing and two deferred payments of EUR 0.75 million each.
Wobby reported 2024 revenue of EUR 0.1 million and a net worth of EUR 1.0 million as of December 2024.
The deal integrates Agentic AI and natural language analytics into HCL's Actian software portfolio.
Transaction is expected to close by February 2026, pending Belgian foreign direct investment approval.
💼 Action for Investors
This is a small-scale technology acquisition that strengthens HCLTech's software capabilities in the high-growth GenAI space. While it has negligible impact on immediate financials, it enhances the company's competitive positioning in data intelligence.
HCLTech to Acquire AI Startup Wobby for EUR 4.5 Million to Boost GenAI Capabilities
HCLSoftware, a division of HCLTech, has announced the acquisition of Belgium-based AI startup Wobby for a total consideration of EUR 4.5 million. Wobby specializes in AI Data Analyst 'Agents' that allow users to query complex datasets using natural language, which will be integrated into HCL's Actian Data Intelligence Platform. The acquisition is a 100% cash deal, with EUR 3.0 million payable at closing and the remainder over two years. While Wobby is an early-stage company with 2024 revenues of just EUR 0.1 million, the move strengthens HCLTech's portfolio in the high-growth Generative AI and data analytics space.
Key Highlights
Acquisition of 100% equity in Wobby BV for a total purchase price of EUR 4.5 million
Wobby provides proprietary Agentic AI architecture for natural language data querying and automated insights
Deal structure includes EUR 3.0 million at closing and two subsequent payments of EUR 0.75 million each
Target company reported 2024 revenue of EUR 0.1 million and a net worth of EUR 1.0 million
Transaction is expected to close by February 2026, subject to Belgian FDI regulatory approvals
💼 Action for Investors
This is a small 'tuck-in' acquisition aimed at enhancing technical capabilities rather than immediate revenue growth. Investors should view this as a positive step in HCLTech's strategy to integrate advanced GenAI features into its software products.
HCLTech to Acquire AI Startup Wobby for EUR 4.5 Million
HCLSoftware, a division of HCLTech, has announced the acquisition of Wobby, a Belgium-based AI startup specializing in Agentic AI for data warehouses. The total purchase price is EUR 4.5 million, structured as a cash deal with EUR 3.0 million at closing and the remainder over two years. This acquisition aims to integrate natural language data querying capabilities into HCL's Actian Data Intelligence Platform. While the deal size is small relative to HCLTech's $14.2 billion annual revenue, it strengthens the company's GenAI and software product portfolio.
Key Highlights
Acquisition of 100% equity in Wobby BV for a total consideration of EUR 4.5 million.
Wobby reported 2024 revenue of EUR 0.1 million and has a net worth of EUR 1.0 million.
Payment structure includes EUR 3.0 million at closing and two installments of EUR 0.75 million each on the first and second anniversaries.
The transaction is expected to be completed by February 2026, pending Belgian FDI approvals.
Strategic move to add AI Data Analyst 'Agents' to HCLSoftware’s Actian division for natural-language business insights.
💼 Action for Investors
Investors should view this as a strategic 'bolt-on' acquisition that enhances HCLTech's high-margin software business with niche AI capabilities. While the financial impact is negligible in the short term, it demonstrates the company's commitment to evolving its product suite for the GenAI era.
HCLTech to Acquire HPE's Telco Solutions Business for up to $160 Million
HCL Technologies has signed an agreement to acquire the Telco Solutions business from Hewlett Packard Enterprise (HPE) for a total consideration of up to $160 million. This asset carve-out includes intellectual property, R&D talent, and relationships with global Communication Service Providers (CSPs) supporting over 1 billion devices. Approximately 1,500 specialists from 39 countries will join HCLTech, enhancing its capabilities in 5G, AI-led network automation, and cloud-native offerings. The deal is expected to close within six months, pending regulatory approvals including CFIUS.
Key Highlights
Total purchase price of up to $160 million, including $15 million in performance-linked incentives for FY25.
Acquisition includes approximately 1,500 specialists (1,225 employees and 260 contractors) across 39 countries.
Target business supports over 1 billion devices through 200+ global deployments in the telecom sector.
Strengthens HCLTech's IP-led services in 5G Subscriber Data Management and AI-native network automation.
Transaction follows a previous 2024 acquisition of HPE assets, indicating a deep strategic partnership.
💼 Action for Investors
Investors should view this as a strategic move to boost non-linear revenue growth through high-value IP and engineering talent. Monitor the integration process and regulatory clearances over the next six months.
HCLTech Secures Multi-Year Digital Transformation Contract with ASN Bank, Netherlands
HCLTech has been selected as a strategic partner by ASN Bank, the fourth-largest retail bank in the Netherlands, to lead its 'Simplify and Grow' strategy. This multi-year agreement focuses on modernizing IT architecture, consolidating services, and streamlining enterprise applications for the bank's 3 million customers. The deal strengthens HCLTech's footprint in the European financial services sector, leveraging its domain-led solutions. While the specific deal value was not disclosed, it contributes to HCLTech's robust growth trajectory, following its $14.2 billion consolidated revenue reported for the 12 months ending September 2025.
Key Highlights
Multi-year strategic partnership with ASN Bank, the 4th largest retail bank in the Netherlands.
Project involves consolidating IT services and enterprise applications for a base of 3 million customers.
HCLTech reported consolidated revenues of $14.2 billion for the 12 months ending September 2025.
The contract focuses on ASN Bank's 'Simplify and Grow' strategy to modernize and automate IT infrastructure.
Strengthens HCLTech's market presence in the Dutch banking sector and European financial services vertical.
💼 Action for Investors
Investors should view this as a positive indicator of HCLTech's competitive strength in winning large-scale digital transformation contracts in the BFSI segment. The stock remains a strong hold for long-term exposure to the IT services sector.
HCLTech partners with Dolphin Semiconductor for energy-efficient chips
HCLTech has partnered with Dolphin Semiconductor to develop energy-efficient chips for IoT and data center applications. This collaboration aims to address the increasing demand for energy efficiency and high performance. HCLTech will integrate Dolphin’s low-power IP into its silicon design workflows to deliver scalable, high-efficiency SoCs. HCLTech's consolidated revenues as of 12 months ending September 2025 totaled $14.2 billion.
Key Highlights
HCLTech partners with Dolphin Semiconductor to develop energy-efficient chips.
HCLTech has over 226,600 employees across 60 countries.
HCLTech's consolidated revenues as of 12 months ending September 2025 totaled $14.2 billion.
💼 Action for Investors
Investors should monitor the progress of this partnership and its impact on HCLTech's future revenue and profitability. Keep an eye on how this collaboration enhances HCLTech's offerings in the IoT and data center markets.
HCLTech & University of Western Australia launch AI/Cybersecurity programs
HCLTech has partnered with The University of Western Australia (UWA) to launch micro-credential programs in AI and cybersecurity. This collaboration aims to address the growing global demand for advanced digital skills. The programs will combine UWA’s academic expertise with HCLTech’s industry experience, offering hands-on learning. This initiative reflects HCLTech's focus on practical learning and aligns with real-world job opportunities. HCLTech's consolidated revenues as of 12 months ending September 2025 totaled $14.2 billion.
Key Highlights
HCLTech partners with The University of Western Australia (UWA) for AI and cybersecurity programs.
Consolidated revenues for HCLTech as of September 2025 totaled $14.2 billion.
The programs will offer hands-on learning in areas including machine learning and ethical hacking.
The initiative has received support from the Australian Government.
💼 Action for Investors
This partnership indicates HCLTech's commitment to expanding its educational initiatives and addressing the demand for digital skills, potentially enhancing its long-term growth prospects. Investors should monitor the adoption and impact of these programs on HCLTech's revenue and market position.