HCL Technologies Ltd

Target overview

• Robotiq.ai d.o.o., Croatia-based enterprise RPA platform provider.
• ISO-certified security, audit logs, flexible deployment.
• 2023-2025 revenues: EUR 0.9m, 0.9m, 1.4m; PAT EUR 0.2m; net worth EUR 0.8m.
• Incorporated Aug 21, 2018; Croatia presence.

Deal terms

• 100% cash consideration; EV EUR 9 million.
• Adjustments for net debt and working capital.
• 100% equity to be acquired by HCL Technologies Austria GmbH.

Timeline & approvals

• Closing expected by end-November 2026.
• No regulatory approvals required.

Strategic rationale

• Adds enterprise RPA capabilities to HCLUnO Agentic, enabling execution.
• Strengthens orchestration across AI agents and enterprise apps.

Target background

• Incorporated Aug 21, 2018; Croatia-based.
• Product: enterprise-grade RPA platform.
• Revenue history: 2023 EUR 0.9m; 2024 EUR 0.9m; 2025 EUR 1.4m; PAT EUR 0.2m; net worth EUR 0.8m.
• Presence in Croatia.

AI study release

• Release of HCLTech's synthetic AI research study for the global wealth management industry.
• Study is based on 1,066 AI personas across 17 markets.
• 84% of wealth management firms see need for operating-model redesign.
• Only about 12% measure new revenue from redesigned AI initiatives.
• Three identified blind spots: ambition, execution, and strategy.
• Partnership with Evidenza; full report accessible via HCLTech site.
• Trailing-12-month revenues totaled $14.8 billion.

Contract win: M Group AI-led IT transformation

• M Group to modernize IT operations across 200+ locations in the UK and Ireland.
• HCLTech will deploy its AI Force platform for AI-led managed services across infrastructure and end-user operations.
• Program aims to strengthen resilience and digital foundation for growth across multiple business lines.
• No financial terms disclosed.
• Deal expands HCLTech's footprint in essential infrastructure services.

Recognition and scope

• Named Leader in Everest Group's inaugural PLM Services PEAK Matrix 2026 for lifecycle transformation.
• Emerging PLM themes include cloud PLM, AI-enabled lifecycle, MBSE and digital twin enablement.
• HCLTech offers reusable AI-led assets across lifecycle transformation and platform modernization.
• Consolidated revenues for 12 months ending June 2026: $14.8 billion.
• Employees: over 223,000 across 60 countries.

Key findings

• Subject: HCLTech releases global semiconductor research report, 'The Silicon Shift', on evolving industry requirements.
• Key findings include 98% enterprises more semiconductor-dependent than three years ago.
• 99% expect dependency to rise over five years; 71% cite AI-driven architecture importance.
• Integration identified as the industry’s biggest challenge across medical devices and industrial automation.
• Near-term demand drivers include external engineering partnerships, supply chain support, and industry expertise.
• HCLTech cites 90+ semiconductor clients, including top five equipment firms and eight of top ten chipmakers.
• Over $70 million invested in advanced semiconductor labs.
• Global revenues for year ended June 2026 totaled $14.8 billion.
• Study indicates 66% plan partner-led, hybrid or co-development models within five years.
• Only 3% expect higher internal investment; 4% rely more on off-the-shelf components.

HCL Technologies Ltd — Trading Window to remain closed from the start of business on September 25, 2026 and shall re-open after the expiry of 48 hours from the declaration of the Financial Results by the Company on October 12, 2026.

Meeting Details

• Date: October 12, 2026; time and venue not disclosed.

Key Agenda Items

• Un-audited financial results for quarter and half year ended September 30, 2026.
• Payment of the 3rd interim dividend for FY 2026-27.

Other Notes

• Trading window closure periods not specified in the filing.

Pulse launch

• HCLTech launches HCLTech Pulse, a dedicated unit to scale AI for mid-market firms ($0.5–$5B revenue).
• Pulse integrates AI strategy, data, cyber, platforms, cloud, modernization, engineering and managed services into a single transformation agenda.
• The unit targets enterprises with $0.5–$5B annual revenue, addressing end-to-end AI-driven transformation.
• Global market for this segment is about $400B, growing 7–9% annually per Everest Group.
• HCLTech consolidated revenue for 12 months ended June 2026 was $14.8B.

ISG Leader recognitions

• HCLTech named Leader in ISG Provider Lens Global Procurement Services 2026 across three quadrants.
• Quadrants: Procurement Operations Modernization, Strategic Sourcing & Category Management, and Supplier Management & CLM.
• Fifth consecutive year of ISG recognition.
• ISG cites AI automation, document intelligence and ecosystem integrations.
• Consolidated revenues for 12 months ending June 2026 totaled $14.8 billion.
• HCLTech mentions consult-to-operate approach and AI-led innovation.

Partnership expansion details

• Expansion of HCLTech and CrowdStrike partnership to integrate Falcon Guardian for AI security.
• Falcon Guardian will be integrated with HCLTech's AI security services via Cybersecurity Fusion Centers.
• The collaboration builds on CTEM services launched in March 2026, expanding AI security in operations.
• It combines Falcon Guardian's AI detection and response with HCLTech's TRiBe AI governance framework and VERITY Frontier.
• No finite financial details disclosed; the update focuses on strategic capability expansion and operational resilience.