Highlights

• TCS reported quarterly revenue of ₹67,087 crore and announced a dividend of ₹57 per share, including a special payout.
• HCL Technologies posted quarterly revenue of ₹33,872 crore and declared its 92nd consecutive quarterly dividend of ₹12 per share.
• Both companies reported growth in AI-related revenues during the December 2025 quarter.

Indian IT majors Tata Consultancy Services (NSE:TCS) and HCL Technologies (NSE:HCLTECH) have come under market focus following the release of their quarterly updates for the period ended December 31, 2025. The announcements detailed revenue growth, profitability metrics, AI-led business performance, dividends, and new client engagements, drawing attention to movements in the TCS share price and HCL share price during the trading session on January 13.

TCS Q3 Results: Revenue Growth and Dividend Announcement

In the quarter ended December 31, 2025, the company recorded revenue of ₹67,087 crore, reflecting a 2.0% quarter-on-quarter increase, with constant currency growth of 0.8%.

Net income for the quarter stood at ₹13,438 crore, marking an 8.5% year-on-year increase, while net margin was reported at 20.0%. Operating margin remained at 25.2% on a sequential basis. Cash flow from operations reached 130.4% of net income during the quarter.

TCS reported a total contract value (TCV) of USD 9.3 billion for Q3. Annualised AI services revenue reached $1.8 billion, registering a 17.3% quarter-on-quarter increase in constant currency terms. The company also announced a dividend of ₹57 per share, including a special dividend of ₹46 per share, with a record date of January 17, 2026, and a payment date of February 3, 2026.

During afternoon trading on January 13, the TCS share price was quoted at ₹3,251.90, up ₹12.30 or 0.38%.

HCL Technologies Reports Q3 Revenue and AI Growth

HCL Technologies reported revenue of ₹33,872 crore for Q3 FY26, representing a 6.0% quarter-on-quarter and 13.3% year-on-year increase. In constant currency terms, revenue rose 4.2% sequentially and 4.8% year-on-year. USD revenue was reported at USD 3,793 million.

Advanced AI revenue stood at USD 146 million, up 19.9% quarter-on-quarter in constant currency terms, while digital revenue contributed 43.2% of services revenue. Net income for the quarter was reported at ₹4,795 crore, accounting for 14.2% of revenue. EBIT stood at ₹6,285 crore, or 18.6% of revenue.

The company declared a dividend of ₹12 per share, marking its 92nd consecutive quarter of dividend payout. For FY26, HCL Technologies guided for revenue growth of 4.0%–4.5% year-on-year in constant currency and EBIT margin in the range of 17.0%–18.0%.

Strategic Partnership Update and Share Price Movement

HCL Technologies also announced a multi-year partnership with The Magnum Ice Cream Company to design, build, and manage IT infrastructure using its AI Force platform. The partnership includes the deployment of AI-driven automation across digital operations.

As of January 13, the HCL share price was trading at ₹1,661.60, down ₹6.00 or 0.36% during the session.

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