NSECopy of Newspaper Publication6d ago · 15 Jul 2026, 07:46 pm

Copy of Newspaper Publication

Saksoft Limited · SAKSOFT

✦ AI Summary▲ PositiveExpansion

HCLTech reported a 20.3% increase in net profit for the first quarter to ~4,624 crore, with revenue up 13.9% to ~34,579 crore, beating Bloomberg estimates. The company is investing ~3,500 crore to enter the AI data centre business, with a potential to scale up to 50 MW capacity. HCLTech is also working on developing indigenous AI models and protection mechanisms without relying on foreign general-purpose models.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment9/10

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HCLTech net profit Cert-In starts war room to work on frontier AI models up 20% at ~4.6K cr aashisharyan “Thereisarisk,ofcourse. NewDelhi,13July Thegovernmentisconcerned that we should have access. Firmtoinvest~3,500crtoenterAIdatacentrebiz TheIndianComputerEmerg- The processing of sensitive encyResponseTeam(Cert-In) elementswillhavetobedone avikdas foranindustrythathasalways hasoperationalisedanartificial onpremiseswithinthegovern- NewDelhi,13July beenassetlight,theotherroute intelligence(AI)warroomto ment,”Krishnansaid. isacquisitionofnichecapabil- workwithAImodelsthathave In India, access to HCLTechreporteda20.3per ityenterprises. 60-70 per cent capability of Anthropic’slatestgeneral-pur- centincreaseinnetprofitfor Vijayakumar said the frontierAImodelssuchasthose pose model Claude Mythos thefirstquarterto~4,624crore investment will be made ofAnthropic’sClaudeMythos wasinitiallyextendedtoafew onayear-on-yearbasis.Rev- through a mix of debt and or OpenAI’s ChatGPT 5.6, governmentagenciessuchas enueforthequarterwasup13.9 equitybutwasshortofdetails amongothers,thesecretaryfor theIndianCyberCrimeCoor- percentto~34,579crore. onwhothepartnerwillbe.TCS theMinistryofElectronicsand dinationCentre(I4C),Cert-In, Both the numbers beat partneredwithTPGlastyearto Information Technology, S theNationalCriticalInforma- Bloombergestimatesofprofitof form a joint venture named Krishnan,saidonMonday. tionInfrastructureProtection ~4,530 crore on revenue of HyperVaultforthedatacentre “They (Cert-In) have cre- Centre,andtheDigitalIntelli- ~34,327crore.Growthwasledby businessfor$2billioninvest- ated sandboxes and testing for all vulnerabilities and gencePlatformoftheDepart- financialservices,manufactur- ment.“Weareclosetoestab- environmentswheretheyare potentialpatchesasandwhen mentofTelecommunications ingandtechnologyandservices. lishing the first client with tryingvariouselementswith Indiancompaniesandagencies aspartoftheexpansionofPro- India’sthirdlargestITser- committed capacity,” he theseAImodelsandidentify- gained unhindered access to jectGlasswing. vicesprovideralsowillfollow explainedatapressconference ingthepossiblevulnerabilities, thesefrontierAImodels. However,accesswaslater thefootstepsoflargerrivalTCS onMonday. so that we have, in a sense, Apart from that, this war halted after the US imposed andinvest~3,500croretoenter HCLTech’s advanced AI doneadryrunforwheneverwe roomwillalsoensurethatasig- restrictionsonforeignpersons’ the AI data centre business, revenuestoodat$171millionat haveaccesstothesemodels,” nificant proportion of the accesstoClaudeMythos.The withapotentialtoscaleitupto theendofthefirstquarter,up Krishansaidduringthelaunch developmentofindigenousAI governmentisintalkswiththe 50Mwcapacity. 10.6 percent sequentially in ofthesecondeditionofCert- modelsandprotectionmech- US counterparts and the “TheconvergenceofAI-led constant currency basis. In’sDigitalThreatReport. anismsisdonewithoutrelying respective companies to demand, supply constraints, Advanced AI represents a Theidea,Krishnansaid,was heavilyonthesefrontiergen- restoreIndia’saccesstothese andpushfordigitalsovereignty cohortthatincludeindustryAI alsotobepreparedandtocheck eral-purposemodels,hesaid. models,Krishnansaid. present a compelling oppor- solutions, AI engineering, tunityforustoemergeasafull- agenticAI,physicalAI,AIfac- bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb stackAItechnologysolutions Sarvam,India’ssovereignlan- toryandevenitsproprietary provider.OurentryintotheAI guagemodelmaker,thiswill IPsforAI.Itexcludesclassical Govtworkingoncommonstandardsfor datacentrespacepositionsus alsohelpittoofferitsmodels AI, machine learning and tocapturethefullvalueofthis toclients.Vijayakumarsaid robotic process automation messagingplatforms’usernamefeature opportunity, as the industry therealvalueliesinsmalllan- technologies. transitionsfromphysicalinfra- guage models (SLM), which “Thequalityandscaleof structure to higher value AI- are trained deeply in lan- recentdealwinsenhancerev- aashisharyan Telegramontheissue,andis App’snewusernamefeatureun- ready solutions,” CEO and guage,data,andworkflowofa enue visibility and reinforce NewDelhi,13July studying the responses to tilconsultationsarecompleted, managingdirectorCVijayaku- single industry or client, confidenceinthecompany’s comeoutwithacommonlegal amidconcernsaboutpotential marsaidinastatement. makingitfaster,costefficient abilitytotranslateitsstrategic Thegovernmentisworkingon framework,theofficialsaid. misuse, including imperson- Whilecapacityofdatacentr- andmoreaccurate. investmentsintosustainable asetofcommonstandardsfor These messaging inter- ation,fraud,andonlinescams. eshavebeenacriticalfocalpo- IndianITservicesproviders long-termgrowth,”saidBiswa- peer-to-peermessagingplat- mediarieshavealsosubmitted Seniorgovernmentofficials int,HCLTechislookingtooffer arelookingatdivergentwaysto jitMaity,seniorprincipalana- formstoensureuniformityin detailed explanations of how hadthensaidtheexamination fullstackservices,whichincl- boost revenue as traditional lystatGartner. username-based identities theusernamefeatureoftheir wouldfocusonwhetherthefea- ude the infrastructure, GPUs, businessesfacepressuredueto Thecompany’sheadcount thattheseintermediarieswant respectiveplatformsworkand turecouldpotentiallybeexpl- models,applicationstodeliver theimpactofAI,discretionary wentdownby3,292andstood tooffer,aseniorgovernment thenecessarysafeguardsputin oitedbyscammers.Theofficial ontopofitandalsodeliverman- spendsremainlowduetoweak at223,889attheendofJune30. officialsaidonMonday. place to prevent fraud and saidconcernsarounduserna- aged services and outcome- macroeconomicsentimentand Attritionwas12.7percentand TheMinistryofElectronics impersonation,theofficialsaid. mesnotbeingavailabletoorig- basedcontactsforitsclients. geopoliticalconditionsremain fresherhiringfellto1,056from andInformationTechnology Earlierthismonth,thegov- inalorgenuineuserswerealso After HCL’s recent $150 volatile.Whiledatacentreisa 1,984inthesamecomparable hassofarreceivedresponses ernment directed WhatsApp being brought to WhatsApp’s million investment in capexandassetheavybusiness period,ayearearlier. from WhatsApp, Signal, and andMetanottorolloutWhats- noticeandwouldbeexamined. TCS bags multi-mn deal from ABB IT companies risk losing ground to AI-native firms: S&P Global shivanishinde servicemodel. ABB,said,“TheFutureNet- Mumbai,13July Thefinancialdetailsofthe work Model represents an dealwerenotdisclosed.TCS importantmilestoneinrein- Tata Consultancy Services will help ABB improve user forcingthedigitalfoundation avikdas Thecreditimpactwillbe environmentandvolatilegeo- (TCS),India’slargestITser- experience, enhance oper- ofABB’sglobaloperations.As Bengaluru,13July uneven,saidthereport. politicalsituationshaveadve- vices player, announced on ationalefficiency,strengthen ourbusinessevolves,itiscriti- PlayerssuchasTataConsul- rselyaffectedthesecompanies. Mondaythatitexpandedits security and compliance, caltohaveanecosystemthat IndianITserviceproviderswill tancyServicesLtd(TCS),Info- They have reported annual collaboration with ABB, a scaleupservicedelivery,and is resilient, secure, and seeheightenedcompetitionfr- sys, HCLTech, and Wipro growthoflessthanfivepercent global technology leader in prepare for next-generation alignedwithlong-termtrans- omartificialintelligence(AI)-na- benefitfromscaleandlargecus- forthelastthreeyearsandmay electrification and automa- digitaloperations.Atthecore formationgoals.” tivefirmsinthenextthreeyears tomerbases.Theybenefitfrom seethesamesituationthisyear. tion,totransformitsglobal ofthisengagementisABB’s Asastrategicprogramme that could erode the former’s diversifiedofferingsandestab- Ontopofthat,AIhascom- networkoperations.Aspart Future Network Model pro- partner,TCSwilldesig [Showing first 8,000 characters — download PDF for full document]