Q2 Results FY 2026-27: HCLTech, HDFC Bank And Axis Bank Set Dates As Investors Turn To Earnings

India’s Q2 FY27 earnings season is beginning to take shape, with major companies across IT and banking announcing their September-quarter results schedules as investors prepare to assess growth, margins and demand.

HCLTech will be among the first large companies to report, followed by HDFC Bank and Axis Bank on October 17. Infosys is scheduled to release its September-quarter results on October 23. The early calendar gives investors a first look at how the earnings season will unfold across some of the country’s biggest companies.

For banks and NBFCs, the results come against a backdrop of strong credit growth and improving funding conditions. Bernstein expects healthy Q2 growth, with lower wholesale funding costs and comfortable liquidity potentially helping lenders maintain margins. The quarter will also show whether stronger lending is translating into earnings without a rise in credit costs.

HCLTech Q2 FY 2026-27 Results

HCLTech is scheduled to hold its board meeting on October 12 to consider and approve its financial results for the quarter and half-year ended September 30, 2026. The company has also said the board may consider a third interim dividend for FY27 at the meeting.

The IT major will be watched for revenue growth, operating margins, deal wins and commentary on technology spending. Investors will also look for signs of improvement in discretionary spending and demand for digital and AI-related services.

HCLTech's results will provide the first major read on the IT sector's performance in the September quarter before other large technology companies report.

HDFC Bank Q2 FY 2026-27 Results

HDFC Bank is scheduled to announce its September-quarter results on October 17. The lender will be among the key private banks to report during the early part of the earnings season.

The focus will be on loan growth, net interest income, net interest margin, deposit growth and asset quality. The bank's Q1 FY27 net interest income rose 7% year-on-year to ₹33,534 crore, while NIM stood at 3.26% on total assets. Gross NPA was 1.17% at the end of June.

With credit growth running ahead of deposit growth across the banking system, HDFC Bank's deposit mobilisation and funding costs will be closely watched in the September quarter.

Axis Bank Q2 FY 2026-27 Results

Axis Bank has also scheduled its board meeting for October 17 to consider and approve its unaudited standalone and consolidated results for the quarter ended September 30. The results will be subject to a limited review by the bank's statutory auditors.

The bank reported a standalone net profit of ₹7,114 crore in Q1 FY27, up 22.5% from a year earlier, while net interest income rose more than 8% to ₹14,646 crore. Investors will now look for the pace of loan growth, NIM movement, deposit trends and asset quality in Q2.

Infosys Q2 FY 2026-27 Results

Infosys will announce its results for the quarter and half-year ended September 30 on October 23, according to the company's investor information. The company has also indicated that its interim dividend is generally considered alongside its October results.

For the IT sector, the focus will be on constant-currency revenue growth, large deal wins, margins and management commentary on client technology spending. Infosys will also provide another reference point for the demand environment after HCLTech reports earlier in the month.

The September quarter will therefore offer different signals across sectors. Banks will provide a read on credit demand, funding costs and margins, while IT companies will show whether technology spending is holding up. As more companies announce their schedules, the focus will shift from the earnings calendar to whether Q2 numbers point to a broader improvement in corporate growth.

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