Sector concallsInformation Technology
- Affle 3i Limited
- Alldigi Tech Limited
- Black Box Limited
- BLS International Services Limited
- Ceinsys Tech Limited
- Dynacons Systems & Solutions Limited
- ESDS Software Solution Limited
- Happiest Minds Technologies Limited
- Hinduja Global Solutions Limited
- Indegene Limited
- Info Edge (India) Limited
- Matrimony.Com Limited
- Mobavenue AI Tech Ltd
- One Point One Solutions Limited
- Orient Technologies Limited
- Saksoft Limited
- Subex Limited
- Tata Consultancy Services Limited
- Unicommerce Esolutions Limited
- Xtglobal Infotech Ltd
TCS reported Q2 FY27 revenue of ₹73,188 crore with 0.5% sequential constant-currency growth, 24% operating margin, US$9.6 billion TCV and annualized AI revenue of $3.1 billion amid selective demand.
- Revenue
- ₹73,188 Cr+1.3% sequentially and 11.2% on a YoY basis
- Constant currency revenue growth
- 0.5% sequentially and 2.8% year-on-year
Subex announced it will report unaudited Q2 FY27 results on November 03, 2026 and hold an earnings call on November 04, 2026, with no financials disclosed in this notice.
Q1 FY27 delivered steady growth with revenue from operations of INR 133.66 crores up 7.28% year-over-year and profit after tax of INR 29.28 crores while advancing sovereign cloud products and GPU-based AI factory deployments.
- Revenue from operations
- ₹133.66 Cr+7.28% year-over-year
- Profit after tax
- ₹29.28 Cr+14%
Happiest Minds will amalgamate into ITC Infotech with shareholders receiving 25 shares of ITC Infotech for every 81 shares of Happiest Minds they hold, creating a pro-forma approximately INR7,033 crores revenue business targeting USD1 billion revenue by FY28.
- Pro-forma FY26 combined revenue
- approximately ₹7,033 Cr
- Combined entity implied valuation
- about ₹18,087 Cr
The company delivered modest revenue growth but a sharp improvement in profitability, driven by a shift towards offshore delivery and focus on high-margin products and services.
- Standalone Revenue (Cr)
- ₹19.19 Cr8% YoY, 1.8% QoQ
- Standalone EBITDA (Cr)
- ₹2.82 Cr76.3% YoY
Orient Technologies delivered a strong sequential recovery in Q1 FY27 with improved supply chain conditions and a sharp turnaround in profitability, while focusing on expanding its annuity-based managed services and cyber security business.
- Revenue from operations
- ₹201.92 Cr9.70%
- EBITDA
- ₹15.42 Cr161%
Mobavenue delivered strong profitable growth with a focus on scaling its AI-native ecosystem and expanding globally.
- Revenue from Operations
- ₹72.8 Cr56.9%
- EBITDA
- ₹15.4 Cr77%
Dynacons reported flat revenue due to delivery timing issues, but posted strong profitability growth, secured major strategic wins, and saw its order book surge to ~INR3,104 crores, indicating robust underlying demand.
- Revenue from Operations
- ₹313 Cr
- EBITDA
- ₹40 Cr
The quarter was characterized by strong revenue growth, planned front-loaded investments to accelerate future growth, and confidence in achieving 15%+ growth in the core Uniware platform and 20%+ growth in Shipway by Q4 FY27.
- Revenue
- ₹51.4 Cr14.3%
- Adjusted EBITDA
- ₹8.1 Cr-14.5%
InfoEdge delivered improved growth driven by Naukri's 17% billing growth and 99acres moving close to break-even, with AI monetization starting to contribute.
- Standalone Revenue
- ₹824 Cr12%
- Standalone Operating Profit
- ₹334 Cr33%
The quarter reflected planned contract transitions and investments in AI capabilities, which compressed near-term margins as the company positions for outcome-led growth.
- Revenue from Operations
- ₹1,050.4 Cr-3.2% QoQ
- Total Income
- ₹1,201.2 Cr-4.3% QoQ
The quarter was about expanding EBITDA margins by 505 basis points to 24.4%, securing fresh orders of INR143 crores, and building a healthy order book of INR990 crores, while investing in a sovereign AI cloud joint venture.
- Operational Revenue
- ₹158 Cr1%
- EBITDA
- ₹39 Cr27%
The company delivered strong financial performance for FY26, focusing on technology-led growth, product expansion, and operational efficiency, while rewarding shareholders with dividends.
- Revenue from Operations
- ₹598.7 Cr9.6%
- EBITDA
- ₹162 Cr25.0%
Black Box reported record quarterly revenue and order backlog driven by large hyperscaler wins, positioning the company to scale in the global AI infrastructure build-out cycle.
- Revenue
- ₹1,719 Cr24%
- EBITDA
- ₹160 Cr38%
The quarter saw a step-change in scale from the first full consolidation of Netcom, while the company began deploying its proprietary Agentic AI platform, ResolX, aiming to shift from a headcount-led model to an outcome-led one.
- Revenue from Operations
- ₹158.3 Cr64.6% QoQ, 129% YoY
- EBITDA
- ₹39.4 Cr56% QoQ, 91.5% YoY
The company is positioned as a strategic operating partner for the global life sciences industry, focusing on embedding AI to transform client operations and drive growth, while aiming to recover margins after a year of heavy investment.
- Revenue
- ₹3,510.5 Cr23.6%
- EBITDA
- ₹624.7 Cr11.1%
Matrimony delivered a 127% year-on-year PAT growth and expects continued triple-digit profit growth in Q2, driven by billing momentum and deferred revenue catch-up.
- Consolidated Billing
- ₹136 Cr7.8% YoY
- Consolidated Revenue
- ₹130.5 Cr13.2% YoY
BLS International achieved record quarterly revenue, EBITDA, and PAT driven by strong contributions from both its Visa & Consular and Digital Service businesses.
- Consolidated Revenue
- ₹891 Cr25%
- Consolidated EBITDA
- ₹252 Cr24%
Saksoft reported flat revenue amidst a cautious demand environment but is investing in AI to move up the value chain and sees improved pipeline for potential second-half growth.
- Revenue
- ₹249 Cr
- EBITDA
- ₹45 Cr-1%
The company delivered its highest ever quarterly revenue and profits with 20%+ growth, demonstrating the resilience of its CPCU model despite headwinds in some segments, and is progressing on a larger inorganic acquisition for Developed Markets.
- Revenue
- ₹747 Cr20.4% y-o-y
- EBITDA
- ₹168 Cr20% y-o-y