Three of India's leading IT giants - Infosys , Tata Consultancy Services (TCS), and HCL Technologies (HCLTech) - are gearing up to unveil their quarterly earnings for Q2FY26 this October, with potential interim dividend declarations in the pipeline.

Earnings Announcement Schedule

• TCS: Set to declare results on October 9 after market hours. A press conference is scheduled for 5:30 p.m., followed by an earnings call at 7 p.m. The company will also consider declaring a second interim dividend with a record date of October 15, 2025.

• HCLTech: Slated to announce results on October 13. The company will also consider the payment of a third interim dividend.

• Infosys: Has scheduled its board meeting for October 16 to approve results and may consider an interim dividend declaration.

Previous Quarter Performance

The IT sector heavyweights showed mixed performance in their previous quarter:

Sector Challenges

The IT sector is currently navigating through:

• AI-led transformations
• Uncertainties surrounding US visa regulations

Stock Performance

The stock market has been challenging for these IT giants:

• Significant year-to-date declines ranging from 20% to 26% across all three companies
• Weak stock performance observed over recent months

As investors eagerly await the Q2FY26 results, all eyes will be on how these tech leaders are adapting to the evolving landscape of artificial intelligence and managing global regulatory challenges. The potential interim dividend declarations could provide some respite to shareholders amidst the recent stock market turbulence.

Stakeholders will be keenly watching for signs of recovery or continued resilience in the face of ongoing sector-wide headwinds. The upcoming earnings announcements are expected to offer crucial insights into the health and future prospects of India's IT sector.

Infosys (NSE, BSE, NYSE: INFY), a global leader in next-generation digital services and consulting, has announced a significant expansion of its strategic collaboration with Sunrise, Switzerland's second-largest telecommunications company. This partnership aims to accelerate Sunrise's IT transformation and position it as an AI-powered organization.

Key Highlights of the Collaboration

• Comprehensive IT Services: Infosys will provide end-to-end IT services, including design, development, testing, deployment, and operations.
• Vendor Consolidation: The partnership involves consolidating multiple vendors into a unified portfolio and transitioning various applications.
• AI Integration: Infosys will leverage its AI expertise and Infosys Topaz, an AI-first offering using generative AI technologies, to enhance Sunrise's capabilities.
• Enhanced Customer Experience: The collaboration aims to deliver improved service reliability, faster time-to-market for new offerings, and personalized digital experiences.

Streamlining Sunrise's IT Landscape

Infosys has played a crucial role in streamlining Sunrise's IT landscape. The company has successfully consolidated multiple vendors and seamlessly transitioned various applications, creating a more scalable and secure technology environment. This foundation is essential for advancing Sunrise's IT transformation and preparing for future AI-enabled initiatives.

AI-Powered Future

By leveraging Infosys Topaz and its expertise in AI, analytics, and data, Infosys aims to support Sunrise in becoming an AI-powered organization. This strategic move is expected to:

1. Unlock new business value
2. Deliver enhanced speed, efficiency, and quality in operations
3. Provide data-driven insights and intelligent automation

Executive Insights

Anna Maria Blengino, CIO of Sunrise, emphasized the importance of this collaboration, stating, "Through our strategic collaboration with Infosys, we are consolidating our technology landscape and infusing it with AI, putting enhanced customer experience at the heart of this transition."

Upendra Kohli, Executive Vice President – Communication, Media and Technology (Americas & Europe) at Infosys, highlighted the shared vision for the future of telecommunications, saying, "By infusing advanced intelligence across their operations, Infosys is supporting Sunrise in its efforts to continuously innovate, and deliver unparalleled experiences for their customers, all while upholding the highest standards of data security and integrity."

Recent Corporate Action

In a separate announcement, Infosys reported the allotment of 9,146 equity shares. This allotment includes:

As a result, the company's issued and subscribed share capital has increased to ₹20,77,20,06,745/- divided into 4,15,44,01,349 equity shares of face value ₹5/- each.

This strategic collaboration between Infosys and Sunrise represents a significant step towards digital transformation in the telecommunications industry, emphasizing the growing importance of AI and advanced technologies in delivering superior customer experiences and operational efficiency.