6 months ago
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HCLTech is seeing traction in its AI offerings, as highlighted by CEO C Vijayakumar during the company’s Q2 2025 earnings call. He shared that AI has been integrated into the majority of their recent deals, highlighting the platform’s key role in service transformation.
“We have seen strong wins with most of our deals incorporating AI capabilities. Our platform AI Force is gaining widespread adoption for service transformation among our clients,” said Vijayakumar. He further emphasised how the company’s AI offerings, such as HCLTech AI Force, HCLTech AI Foundry, and AI Labs, are driving innovation across sectors.
A key differentiator for HCLTech is the integration of AI Force with Microsoft GitHub Copilot, which will soon be extended as a Copilot extension. “AI Force is now integrated with Microsoft GitHub Copilot and will soon provide unmatched extensibility and a broad range of use cases,” said Vijayakumar.
HCLTech has also partnered with AWS and Google Cloud to accelerate the adoption of generative AI solutions. Vijayakumar also revealed that AI Force is now integrated with Anthropic Claude 3 on Amazon Bedrock.
“These developments position us strongly in the AI landscape and demonstrate our commitment to innovation as well as service,” he said.
The CEO outlined the company’s three-pronged generative AI approach. The first dimension is AI Force, which is driving service transformation and adoption among existing clients. “We have almost 25 clients who have started working on AI Force as the primary efficiency platform for all their IT and business processes,” Vijayakumar shared.
The second focus is HCLTech AI Foundry, which is fostering data-led innovation. Vijayakumar cited numerous examples where the Foundry is either in proof-of-concept stages or nearing production scale. The third area is AI Labs, where clients can bring in ideas and leave with a minimum viable product, driving continuous experimentation.
Looking ahead, HCLTech anticipates a growing pipeline of generative AI projects across multiple verticals and geographies. “Our pipeline continues to grow robustly, demonstrating a strong and well-distributed presence across business segments, verticals, and geographies,” Vijayakumar concluded.
HCLTech reported a 11 percent year-on-year growth in net profit for Q2 FY25, amounting to Rs 4,235 crore, exceeding market forecasts. Revenue from operations for the July-September 2025 quarter stood at Rs 28,862 crore, reflecting an 8.2 percent increase compared to the same period last year, maintaining its rank as India’s third-largest IT company.
“We delivered a strong quarter with revenue growing 1.6% QoQ in constant currency and EBIT coming in at 18.6%. This growth was well distributed across verticals, geographies, and offerings. HCL Software has delivered a stellar performance of 9.4% YoY this quarter and 6.4% growth in H1 FY25 in constant currency, demonstrating the increasing relevance of our products for the digital economy, said VijayKumar.
Tata Consultancy Services (TCS) in its recent earnings call announced that over 600 AI and generative AI engagements have been deployed successfully in production or in various phases of development so far. The company said it is seeing continued momentum with Gen AI adoption and the technology maturing at a rapid pace.
“Our customers are increasingly concentrating on integrating AI throughout their entire enterprise value chain rather than working on isolated use cases. We are also enabling AI/GenAI capabilities across our suite of products and solutions,” TCS said in its FY25 second-quarter earnings release.
