Comparative Analysis of Major IT Stocks Post Q4 Results 2026
TCS vs Infosys vs Wipro vs HCL Tech vs Tech Mahindra: Which IT stock to buy after Q4 results 2026?
Mint
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The Q4 results for 2026 reveal varied performances among major Indian IT companies, including Tata Consultancy Services (TCS), Infosys, Wipro, HCL Technologies, and Tech Mahindra. TCS reported a strong net profit growth of 28.7%, while Infosys faced challenges with muted growth guidance. Investors are advised to consider TCS for stability and Infosys for potential long-term gains amid current uncertainties.
- 01TCS reported a 28.7% increase in net profit, reaching ₹13,718 crore.
- 02Infosys' guidance for FY27 suggests potential growth slowdown, with net profit at ₹8,501 crore.
- 03Wipro's net profit declined by 1.9% year-on-year, despite a quarterly increase.
- 04Tech Mahindra's profit rose by 19%, indicating resilience in its operations.
- 05Analysts recommend a diversified approach, favoring TCS and Infosys for long-term investment.
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In the Q4 results for 2026, Tata Consultancy Services (TCS) showcased a robust performance with a 28.7% increase in net profit to ₹13,718 crore, supported by strong deal wins amounting to $12 billion. TCS's revenue also grew by 5.4% quarter-on-quarter to ₹70,698 crore, indicating solid operational strength. Conversely, Infosys reported a 21% rise in net profit to ₹8,501 crore, but its guidance for FY27 indicates potential growth challenges, raising concerns about demand visibility despite a 13.4% revenue increase. Wipro's performance was mixed, with a 1.9% year-on-year decline in net profit to ₹3,501.8 crore, although it approved a significant share buyback of ₹15,000 crore. HCL Technologies experienced a more subdued outcome, with a 4.2% profit increase, while Tech Mahindra's profit surged by 19% to ₹1,356 crore. Analysts suggest that while TCS remains a stable choice, Infosys could attract long-term investors due to its strong deal pipeline and adaptability, despite current market uncertainties.
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The performance of these IT companies impacts investor sentiment and stock market dynamics, influencing potential returns for shareholders.
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