TCS, Infosys, Wipro to Offer Clues on 2026 Demand as Street Estimates Look Up

Tata Consultancy Services Ltd., Infosys Ltd., and Wipro Ltd. will give clues on how clients’ 2026 budgets are shaping up as the sector heads into another muted earnings season.

The October-December quarter is typically weak for Indian IT companies because of fewer working days and furloughs, which weigh on both revenue and margins. Investors will look for signs that client budgets for 2026 indicate better deal wins. Estimates point to headcount growth at most firms, a signal that companies are positioning for better demand.