January 16, 2026
Finance

Wipro Posts Strong Margins Amid Stagnant IT Services Demand and Profit Decline

Revenue growth modest as bookings soften and net income dips in fiscal Q3 2026

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Wipro Limited
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Summary

Wipro Ltd reported financial results for the third quarter of fiscal year 2026, showing modest revenue growth of 5.5% year over year to $2.622 billion, slightly above analyst expectations. However, adjusted IT Services revenue declined slightly by 1.2% in constant currency, and net income fell 7%. Despite these challenges, operating margins improved to their highest level in several years at 17.6%, supported by disciplined execution and strategic AI initiatives. Bookings for new contracts dropped 5.7% on a constant currency basis, reflecting softness in client demand. The company declared an interim dividend while forecasting flat to modest sequential revenue growth for the next quarter.

Key Points

Wipro's third-quarter fiscal 2026 revenue increased 5.5% year over year, slightly exceeding expectations with $2.622 billion reported.
Adjusted IT Services revenue declined 1.2% in constant currency, while operating margins improved to 17.6%, the highest in several years.
Net income decreased by 7% to $347.2 million, and operating cash flow fell 13.6% to $474.1 million despite margin improvements.
Total bookings declined 5.7% year over year on a constant currency basis, with large deals falling 8.4%, indicating soft demand trends.

Wipro Ltd reported its third quarter results for fiscal 2026, posting gross revenues of 235.6 billion Indian rupees, approximately $2.622 billion, marking a 5.5% increase compared to the previous year. This revenue figure narrowly exceeded analyst estimates, which predicted $2.620 billion. Within its core IT Services segment, revenue edged up slightly by 0.2% year over year to $2.635 billion, while earnings per share were reported at 4 cents, aligning with market expectations.

While the headline revenue figures suggest moderate growth, a closer examination reveals a decline of 1.2% in adjusted constant-currency revenue within IT Services. Conversely, the segment saw an improvement in operating margins, which rose by 10 basis points relative to the same quarter the prior year, reaching 17.6% — Wipro's best margin performance in years. Despite better margins, net income slipped 7% year over year, totaling 31.2 billion rupees or about $347.2 million. Additionally, operating cash flow decreased 13.6%, settling at 42.6 billion rupees ($474.1 million).

New contract bookings, an important indicator of future revenue, weakened during the quarter. On a constant currency basis, total bookings dropped 5.7% to $3.34 billion. Bookings of large deals also decreased by 8.4% year over year, amounting to $871 million. Employee voluntary attrition stood at 14.2% over the trailing 12 months, highlighting workforce retention challenges typical in the IT services industry.

In management commentary, CEO and Managing Director Srini Pallia emphasized the increasingly strategic role of artificial intelligence within Wipro’s operations and client engagements. He highlighted contributions from Wipro Intelligence in driving new client wins and enhancing adoption of AI-enabled platforms. Furthermore, AI-led delivery has been expanded through the company's Wings and Wega initiatives, along with growth in its global innovation network.

Chief Financial Officer Aparna Iyer underscored the margin gains in IT Services, attributing the 17.6% operating margin to disciplined execution. She also pointed out that operating cash flow reached 135% of net income during the quarter, reflecting strong cash conversion despite a profit dip.

Wipro’s board approved an interim dividend of 6 rupees per share, bringing total shareholder distributions for the fiscal year to $1.3 billion. For the upcoming quarter, the company projects IT Services revenue in the range of $2.635 billion to $2.688 billion, representing flat to 2% sequential growth on a constant-currency basis.

Following the earnings announcement, Wipro's shares experienced a decline of 3.03%, trading at $2.88 in premarket hours. Market participants reacted to the mixed financial results, particularly the softness in bookings and earnings despite margin improvements.

Risks
  • Declining adjusted IT Services revenue could indicate ongoing headwinds impacting core business growth.
  • Reduced net income and operating cash flow suggest potential profitability pressures despite margin expansions.
  • A decrease in total and large-deal bookings reflects weakening client demand and potential future revenue risks.
  • Relatively high voluntary attrition rate at 14.2% may pose talent retention and operational challenges.
Disclosure
Education only / not financial advice
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