From the reel
One Indian AI company signed a contract worth 4.5× its quarterly sales. The name is at the end. First, the big AI names:
TCS: earns $3.1 billion a year from AI. Profit up 15%. P/E 18.
HCLTech: its AI revenue grew 78% in a year (constant currency), to $219 million last quarter. P/E 21.
L&T Technology Services: over half its new deals were about AI. Sales up 2%. Its profit includes a one-time gain of ₹165 Cr. P/E 27.
HFCL: profit up 448%, to ₹394 Cr. P/E 42.
Persistent Systems: profit down 25% in the quarter it bought most of Nagarro. P/E 50.
And the company with the big contract: E2E Networks. The ₹1,000 Cr contract is for Blackwell GPUs and runs till June 2029. Its sales last quarter were ₹224 Cr. It made ₹73 Cr profit, after a loss in the first half of last year.
P/E = share price ÷ profit per share over the last 4 quarters (prices on 22 Oct). A higher P/E means investors are paying more for the same profit. Not investment advice.
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Latest filed quarter
Figures as filed by each company, with the filing named. Nothing here is a forecast or a view on any stock.
Persistent Systems LimitedPERSISTENT
| Quarter | Revenue | Net profit | EPS |
|---|---|---|---|
| Q2 FY27 (to 30 Sept 2026) | Rs 4,664 Cr | Rs 352 Cr | Rs 22.42 |
| Q2 FY26 (to 30 Sept 2025) | Rs 3,581 Cr | Rs 471 Cr | Rs 30.31 |
Source: filed 6 Oct 2026, The voting results of the Extraordinary General Meeting of the Company are as enclosed.. See Persistent Systems Limited on DalalOS →
Tata Consultancy Services LimitedTCS
| Quarter | Revenue | Net profit | EPS |
|---|---|---|---|
| Q2 FY27 (to 30 Sept 2026) | Rs 73,188 Cr | Rs 13,934 Cr | Rs 38.37 |
| Q2 FY26 (to 30 Sept 2025) | Rs 65,799 Cr | Rs 12,131 Cr | Rs 33.37 |
Source: filed 10 Oct 2026, Newspaper Publication- Disclosure of Financial Results for the quarter and six-month period ended September 30, 2026. See Tata Consultancy Services Limited on DalalOS →
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