Transcript of the earnings conference call
AI summary
- Q4FY26 revenue grew 1.2% sequentially in constant currency; operating margin 25.3%, net margin 19.4%
- Q4 total contract value (TCV) $12 billion including 3 mega deals
- Annualized AI services revenue surpassed $2.3 billion
- FY26 revenue declined 2.4% in constant currency; operating margin expanded 70 bps to 25%, highest in 4 years
- Salary increments announced effective April 1; wage hike impact ~150-200 bps on margins
- Strong client additions across revenue bands; 66 clients >$100m annual revenue
- HyperVault business progressing towards 1 GW AI infrastructure capacity
- Management confident on FY27 growth with positive demand momentum and AI-led transformation
- BFSI, Consumer, Manufacturing, Technology verticals showed mixed but improving trends
- AI partnerships expanded with OpenAI, Anthropic, AMD, ServiceNow, ABB
- Focus on ‘Build-Partner-Acquire’ strategy with investments in talent, ecosystem, and AI capabilities
Source: Original filing PDF
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