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HCL Technologies Ltd — Q1FY27 Earnings Call Summary
Key Takeaways
- FY27 organic revenue growth guidance 1-4%; margin guidance 17.5%-18.5%, excluding acquisitions
- Multiple analyst queries on AI datacenter economics and margin outlook; management expects margin band 17.5%-18.5% for FY27
- Advanced AI revenue grew 10.6% QoQ and 62.1% YoY to $171 million in Q1 FY27
- AI datacenter business initiated with INR3,500 Cr investment targeting 50 MW capacity long-term
- Total revenue $3.65bn declined 0.5% QoQ, grew 2.6% YoY; operating margin improved 39 bps QoQ to 16.9%
- Q1 EBIT margin 16.9%, adjusted 17.5% excluding restructuring; ROIC strong at 40.7%
- Net new TCV bookings $2.4bn in Q1, highest ever for Q1; mega deal signed post-quarter
- AI strategy progress: 92 clients on AI Force, 23 industry AI solutions, strategic $150m investment in Sarvam
- Interim dividend INR12/share declared; record date July 17, payment July 27
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.