New Delhi, Oct. 13 -- Defying market uncertainties, HCL Technologies Ltd recorded its strongest second-quarter performance in July-September 2025 in five years. The Noida-headquartered company also became the first of the big five to report revenue from artificial intelligence (AI).

India's third-largest IT services company reported revenue growth of 2.8% sequentially to $3.64 billion-beating an estimate of $3.54 billion by a Bloomberg poll of 31 analysts. Its net profit also jumped 8% sequentially to $486 million in the quarter.

The company became the first among India's biggest IT outsourcing companies to report revenue from advanced AI, $100 million in Q2.

Before HCLTech, Accenture was the only large IT outsourcer to call out revenu...