HCL Technologies Limited — Investor Meet, 15-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

HCLTech reported a revenue decline of 0.5% QoQ (constant currency) but a 2.6% YoY growth, with operating margins at 16.9%. Advanced AI revenue soared 62.1% YoY to $171 million. The company secured a record $2.4 billion in Q1 net new bookings, *excluding* a major recent mega-deal. Management plans a strategic investment of up to INR3,500 Cr in an AI datacenter business for full-stack AI services, emphasizing sovereign AI. Despite Q1 being seasonally weak, HCLTech reiterated its FY27 organic revenue guidance of 1-4% and margin guidance of 17.5-18.5%, maintaining a confident outlook on its AI-led growth strategy.