Q1FY26 Earnings Digest: Edition 3 – IT Edition Featuring LTI Mindtree, Wipro, and Tech Mahindra

Three Playbooks, One Sector: How LTI Mindtree, Wipro, and Tech Mahindra Are Navigating Growth, Margins, and the GenAI Curve in Q1FY26

Published on Sabiduria Capital • Jul 20

LTIMindtree Q1FY26: Margin Gains and Robust Deal Wins Signal Path to Recovery

Margin Expansion, Strong Pipeline, and Signs of Post-Merger Stability at India’s Digital Challenger

Jul 20 • 

Sabiduria Capital

 and 

Rishab Khandelwal

1

Wipro’s Q1FY26: Big Deal Wins, Margins Hold, but Growth Still Sluggish

Big Deals, Flat Revenues, and Why the Next Quarter Matters Most

Jul 19 • 

Sabiduria Capital

 and 

Rishab Khandelwal

Turning the Dial: Tech Mahindra's Q1FY26 Signals Progress, but Hurdles Remain

Steady Hands Amid Shifting Sands

Jul 19 • 

Sabiduria Capital

 and 

Rishab Khandelwal

HCL Tech Q1 FY26: Navigating Margin Pressures with a Focus on AI and Specialized Talent

Dissecting the Q1 Results: Margin Cuts, Restructuring, and the Big Bet on AI

Jul 15 • 

Sabiduria Capital

 and 

Rishab Khandelwal

TCS Q1FY26 Results Decoded: Margin Wins, Growth Questions

Margin Muscle, Growth Hiccups: TCS’s Q1 Earnings and the AI-Led Horizon

Jul 11 • 

Sabiduria Capital

 and 

Rishab Khandelwal

2

Accenture's AI-Driven Growth Sets the Stage for Indian IT's Mixed Q1FY26 Outlook: What to Expect from Upcoming Results Season?

How Accenture's GenAI bookings and strategic reinvention offer a roadmap for Indian IT companies navigating demand uncertainty and the promise of…

Jul 7 • 

Sabiduria Capital

 and 

Rishab Khandelwal

May 2025

What to Do If You Missed the Latest Market Rally?: The FOMO Trap

A practical guide to overcoming regret, staying disciplined, and building wealth through goal-driven, rules-based investing.

Published on Money Talks India • May 16

April 2025

Indian IT Services Q4FY25 Results So Far: TCS vs. Infosys vs. Wipro

The Q4FY25 results of India’s top IT services firms—TCS, Infosys, and Wipro—reflect divergent trajectories amid macroeconomic uncertainties.

Apr 22 • 

Sabiduria Capital

1

2

February 2025

Hexaware Technologies - IPO Analysis | Should you be subscribing to this upcoming IPO?

Hexaware is making a comeback to the bourses with the largest IPO ever by an Indian IT company at Rs. 8750 crores. Should you hit that apply button…

Feb 10 • 

Sabiduria Capital

2

January 2025

TCS Q3FY25 Results: Deal Momentum picks up hinting at bottoming out of Discretionary Spend Slump

The results were described as "modest," but positive management commentary led to a 5% jump in TCS shares following the announcement

Jan 10 • 

Sabiduria Capital

1

Indian IT Services Q3FY25 Results Preview: Analyzing the Mixed Bag for Indian IT Companies

With TCS to kickoff the Results season on 9th January, how to make sense of the upcoming results season for IT sector?

Jan 8 • 

Sabiduria Capital