“Pankaj Pandey expects no major upside surprise from Tier-I IT companies' earnings, projecting 0.3-2.2% QoQ growth, with HCL Tech potentially at the higher end due to seasonality. He emphasizes that management commentary on CY26 budgets, discretionary spending, and Gen-AI scaling will be more crucial than headline numbers for the sector's outlook.”
Pankaj Pandey’s track record: 10 graded calls · 95% CI 2–40%
HCL TechnologiesNeutralCalled 12 Jan 2026Graded 19 Jul 2026
HCL Technologies price decreased by 11.35% from ₹1665.00 to ₹1476.10, which contradicts a neutral outlook expecting 0.3-2.2% QoQ growth.
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