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By Ventura Research Team 3 min Read
Q4 FY2026 earnings calendar with key results from Infosys, HCLTech, Nestle and major Indian stocks to watch this week
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Summary:

The fourth quarter earnings season for FY2026 is here, and this week brings results from some of the most tracked names in the market. The lineup covers technology, consumer goods, insurance, and lending businesses, and will give investors a clearer sense of how corporate India closed out the year ended March 31, 2026. Here is what is on the calendar and what to watch.

April 21: HCL Technologies and Nestlé India

HCL Technologies will be the first to report, announcing its Q4 and full year FY2026 results after market hours on April 21. After the numbers are out, senior management will host a 60-minute conference call at 7:30 p.m. IST covering performance and taking questions from analysts and investors.

The street will be watching revenue growth guidance for FY2027, the pace of deal wins, and where margins are headed. The IT sector has been dealing with a cautious spending environment from global clients for a while now, and what management says about any pickup in discretionary spending will matter more than the quarterly numbers themselves.

Nestlé India reports on the same day. The Board meets to consider full year audited results and will also take up the recommendation of a final dividend for FY2025-26. Nestlé has been a steady performer on volume growth, and the focus will be on demand trends, particularly from rural markets, and how input costs have behaved given the commodity swings seen through the year.

April 22: SBI Life Insurance and Tech Mahindra

SBI Life Insurance holds its earnings call with analysts and investors at 4:30 p.m. IST on April 22, covering full year performance for FY2025-26.

The numbers that matter most for SBI Life are Value of New Business margins and growth in new business premiums. The life insurance sector has grown steadily over the past few years on the back of better financial awareness and wider distribution. Any shift in product mix between participating and non-participating plans will be worth noting.

Tech Mahindra's Board meets on April 22 to take up Q4 and full year audited results along with a final dividend proposal. Tech Mahindra has been working through a turnaround over the past year, and this result will be an important marker of how much progress has actually been made. Margin improvement, the deal pipeline, and management's confidence in the recovery will be the key things to track.

April 23: Infosys

Infosys announces Q4 and annual results on April 23 at around 3:45 p.m. IST. A press conference follows at 4:30 p.m. IST, and the earnings call for investors and analysts is at 5:30 p.m. IST. Both will be streamed live on the Infosys Investor Relations website.

This is the result most people will be watching this week. Infosys is one of the largest IT exporters out of India, and its revenue guidance for FY2027 tends to shape how the market views the entire sector going into the new year. Constant currency revenue growth, deal wins by total contract value, attrition, and margin outlook are the standard things to track. Given how much conversation there has been around artificial intelligence and client technology budgets globally, what management says on both fronts will carry extra weight this quarter.

April 24: Shriram Finance

Shriram Finance wraps up the week with its quarterly results on April 24. The company is one of the larger NBFCs in India, with a strong book in commercial vehicle and small business lending. Loan book growth, asset quality, net interest margins, and collection efficiency are the numbers that matter here. Credit conditions in rural and semi-urban markets have been uneven, and what management says about borrower health on the ground will be closely read by investors tracking the broader lending space.

The Bigger Picture

Taken together, this week's results cover a good cross-section of the Indian market. Technology, consumer staples, life insurance, and lending all feature, and the commentary across these results will offer a reasonable read on demand conditions, cost pressures, and how manageable businesses are feeling about FY2027.

For IT, the guidance numbers from HCLTech and Infosys will drive sector sentiment in the days that follow. For financial names, the attention shifts to growth visibility and credit quality. The headline numbers will be important, but what management says about the road ahead will tell investors far more about where things actually stand.

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