• Revenue growth guidance: HCLTech guided for full-year revenue growth of 1% to 4% (1.5% to 4.5% in services), factoring in persistent discretionary spending softness and headwinds from two specific telecom clients.
• EBIT margin outlook: Management guided for an EBIT margin range of 17.5% to 18.5%, aiming to return toward an 18% midpoint following operational efficiency steps taken over the last 12 months.
• Acquisition revenue contribution: Pending acquisitions are excluded from current guidance and are expected to add 1.5% in incremental growth over a 12-month period once regulatory approvals are secured.
• Artificial intelligence strategy: Annualized advanced AI revenue reached $620 million, backed by a five-pillar strategy and partnerships with NVIDIA, OpenAI, and Anthropic to offset deflation in traditional services.
• Deal pipeline outlook: Management expects an uptick in deal wins across the first two quarters supported by a broad-based pipeline, while headcount grew 1.5% last year with compensation decisions scheduled for July.