| Market Cap | ₹3,32,125 CrIT Services Major |
|---|---|
| Quarterly Revenue | ₹34,579 CrQ1 FY27 Results |
| P/E TTM | 19.06Sector PE: 21.86 |
| Promoter Holding | 60.88%Latest Quarter |
| Order from | Anthropic |
Key highlights
- Establishment of a dedicated Anthropic Business Unit and Centre of Excellence for enterprise Claude deployments
- HCLSoftware to become an Anthropic ISV partner, embedding Claude into products like BigFix and AppScan
- Integration of Claude and Claude Code into the AIForce agentic software engineering platform
- Collaboration builds on HCLTech's consolidated revenues of $14.8 billion for the 12 months ending June 2026
- Focus on enterprise-grade safety, cybersecurity, and governance for large-scale AI operations
Scaling AI Infrastructure in a ₹34,579 Crore Revenue Quarter
HCLTech announced its global partnership with Anthropic against a backdrop of steady financial growth, having reported a quarterly revenue of ₹34,579 crore for the period ending June 2026, a 13.94 percent year-on-year increase. The company is set to establish a dedicated Anthropic Business Unit and a Center of Excellence to engineer Agentic AI solutions and provide secure sandbox environments for enterprise deployments of Claude. This initiative is designed to help global clients transition from experimental AI projects to large-scale operations.
The move follows a robust Q1 FY27 performance where new deal bookings reached $2,407 million, providing significant scale for high-value technology integrations.
Embedding Claude Across the HCLSoftware Ecosystem
- HCLSoftware becomes an Anthropic ISV partner to embed Claude capabilities into enterprise tools
- Integration into HCL BigFix and HCL AppScan to enhance cybersecurity and automated remediation
- Claude and Claude Code to power IT support and code remediation on the AIForce platform
- Introduction of frontier safety guardrails and policy-driven exception handling for high-impact changes
- Enabling Actian AI analyst to leverage advanced models for business process applications
Strategic AI Roadmap and Recent Industry Alliances
This partnership is the latest milestone in HCLTech's aggressive AI expansion strategy. On July 24, 2026, the company partnered with Sarvam AI for a ₹14,257 crore AI Data Center in Odisha, and in August 2026, it expanded its collaboration with NetApp for hybrid cloud STaaS. This was followed by a September 2024 strategic integration with CrowdStrike for AI security services.
Despite a one-year price change of -18.16 percent, the company maintains a Piotroski Score of 7. Management continues to guide for FY27 constant currency revenue growth between 1.0 percent and 4.0 percent, with EBIT operating margins expected to land between 17.5 percent and 18.5 percent.
Leveraging Scale for Enterprise Trusted AI
Few technology companies combine the scale of a global systems integrator with the product depth of an ISV. That gives us a rare advantage to securely engineer and deploy Agentic AI at scale and deliver the business outcomes that matter most to our clients.
| Date | Announcement | Amount |
|---|---|---|
| 14 Sep 2026 | Expanded strategic partnership with CrowdStrike integrating Falcon Guardian with HCLTech's AI security servicesSource: hcltech.com | – |
| 13 Aug 2026 | Expanded partnership with NetApp to deliver hybrid cloud storage-as-a-service (STaaS) for enterprise AI workloadsSource: hcltech.com | – |
| 24 Jul 2026 | Partnership with Sarvam AI and the Government of Odisha to establish an AI Data Center in BhubaneswarSource: hcltech.com | ₹14,257.00 Cr |
| 16 Jul 2026 | Seven-year expanded strategic partnership with The Guardian Life Insurance Company of America for AI-powered modernizationSource: hcltech.com | – |
| 17 Jun 2026 | Multi-year strategic partnership with e.solutions to develop AI-enabled automotive infotainment and connectivity solutionsSource: hcltech.com | – |
| 25 May 2026 | Deepened strategic collaboration with Pegasystems to accelerate AI-driven enterprise system modernizationSource: hcltech.com | – |
What to watch next
- Q2 FY27 financial results announcement and board meeting scheduled for October 12, 2026
- Launch of industry-specific solutions powered by Cowork and Claude Code in late 2026
- Progress on the ₹14,257 Cr AI Data Center project in Bhubaneswar, Odisha
“AI can only be as useful as it is trustworthy, and we build Claude to give companies the confidence to bring it into their most sensitive and valuable work.”
“Our partnership with Anthropic further strengthens our capabilities to achieve the same.”
| Share price | ₹1223.9 |
|---|---|
| Market capitalisation | ₹3.32L Cr |
| Revenue (annual) | ₹1.30L Cr |
| Net profit (annual) | ₹16,642.00 Cr |
| Revenue (latest quarter) | ₹34,579.00 Cr+1.76% vs previous quarter |
| Net profit (latest quarter) | ₹4,624.00 Cr+3.03% vs previous quarter |
| P/E (TTM) | 19.06×Sector 21.86× |
| Promoter holding | 60.88%+0.02% QoQ |
| FII holding | 14.9%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by HCL Technologies Limited announcing a Global Premier Partnership with Anthropic to scale governed Agentic AI. Market figures from a third-party data provider.
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