AI Deals, Margins & Growth: Decoding HCLTech And TCS Q3 Results
Автор: Business Today
Загружено: 2026-01-13
Просмотров: 2187
The IT earnings season has kicked off on a positive note with both HCLTech and TCS reporting Q3 numbers that came in slightly ahead of expectations. While profitability was impacted by one-time labour code and retirement costs, the underlying business momentum appears to be improving. AI-led deal wins, stronger client engagement and a growing order pipeline are driving confidence across both companies. HCLTech stood out with strong deal intake, while TCS reiterated that 2026 should be a better growth year. As enterprises shift toward AI-enabled solutions, IT companies are seeing renewed demand for faster and smarter digital transformation. We analyse which of the two IT majors looks better positioned for investors after these Q3 results.
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