• Fresher hiring targets: The company hired over 20,000 freshers in FY26 and expects to hire at least another 20,000 freshers in the current year.
• Operating margin guidance: Management maintained its full-year margin guidance band of 20% to 22%, supported by execution of its ongoing margin protection and expansion program.
• Macro and AI outlook: Despite geopolitical tensions affecting the economic environment, key client markets and expansion areas like Japan show underlying resilience, with strong enterprise investments and demand for AI services.
• Cost headwinds: Margin performance has absorbed a 40 basis point rise in sales and marketing expenses alongside AI investments, while upcoming acquisition-related costs are expected to impact margins by 60 to 70 basis points.