HCL Technologies Limited — Investor Meet, 16-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

HCLTech reported strong Q3 FY26 results with revenue at $3.79 billion, up 4.8% YoY (constant currency), and services revenue up 5% YoY (CC). Net new bookings were robust at $3 billion, a 43% YoY increase, marking the highest ACV bookings in four years. Adjusted EBIT margin, excluding one-time impacts and restructuring costs, stood at 19.4%. The company raised its full-year services revenue growth guidance to 4.75%-5.25% (CC). Management highlighted significant momentum in AI-powered solutions, including a $473 million mega-deal, and strong demand for foundational 'Day -1' AI services. Outlook remains optimistic, focusing on new spending opportunities.