Q1 results, TCS Q1 results:
Tata Consultancy Services (TCS), India’s largest IT services exporter, will kick off the Q1FY26 corporate earnings season on July 10, becoming the first Nifty 50 company to announce its quarterly results. The tech giant’s performance will set the tone for what analysts expect to be a gradual shift to stronger, double-digit earnings growth after a muted FY25.
According to Motilal Oswal Financial Services (MOFSL), overall corporate earnings for April–June 2025 are projected to grow 10 per cent year-on-year (YoY). However, earnings for Nifty 50 companies are expected to rise a modest 5 per cent YoY. When excluding financials, MOFSL estimates earnings growth at 14 per cent YoY for its broader universe and 6 per cent YoY for the Nifty 50. Stripping out global commodity segments like oil & gas and metals, growth estimates stand at 6 per cent YoY for MOFSL’s universe and 4 per cent YoY for Nifty 50.
Investors will be keen to hear TCS’s outlook on client spending, deal momentum, and margin expectations—key indicators for the IT sector’s broader trajectory in FY26.
Key Q1FY26 Earnings Dates to Watch:
Tata Elxsi and Anand Rathi Wealth will also announce their Q1FY26 results on July 10. Both companies are expected to report solid numbers driven by higher demand for digital solutions and wealth management services, respectively.
Avenue Supermarts, the operator of DMart, will release its Q1 results on July 11. Analysts expect a steady performance supported by improving footfalls and robust revenue from existing and new stores.
HCL Technologies will announce its Q1FY26 earnings on July 14. The company’s performance will be closely tracked for updates on its services and software businesses. Tata Technologies is also scheduled to declare its results on the same day.
HDFC Life, ICICI Lombard, and ICICI Prudential Life Insurance will declare their Q1FY26 results on July 15. The focus will be on growth in new premium collections, VNB margins, and overall profitability.
Tech Mahindra will report its June quarter earnings on July 16. After its recent leadership changes, the Street will watch for signs of revival in revenue growth and margin stability.
Axis Bank, HDFC AMC, and LTI Mindtree will report their Q1FY26 numbers on July 17. Axis Bank’s loan growth and credit cost commentary will be key focus points.
JSW Steel is set to announce its Q2FY26 results on July 18. Analysts expect stable operating metrics despite global steel price volatility.
HDFC Bank and ICICI Bank, two of India’s largest private sector banks, will declare their Q1FY26 results on July 19. Loan growth, deposit mobilisation, and asset quality will be closely analysed.
UltraTech Cement will announce its Q1FY26 performance on July 21. The company’s earnings will be tracked for cement volume growth, price trends, and input cost pressures.
Infosys, the second-largest IT services company in India, will report its Q1 results on July 23. Its commentary on global demand, client budgets, and guidance will be watched closely.
Bajaj Finance and Nestlé India will wrap up the earnings cycle with their Q1FY26 results on July 24. AUM growth, new loan disbursements, and consumer trends will be in focus.
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