HCLTech Reports $100M AI Revenue, Sees 11% Growth
HCLTech says its AI business finally hit the $100 million mark, a number it shared in October 2025. The company also noted an 11 % jump in AI services revenue - something CEO C Vijayakumar called a “standout” performer. It feels like a deliberate attempt to put a clear figure on progress in a crowded field.
Around the same time, investors and clients seem more interested than ever in real-world AI, with projects like Supermemory getting big-name backing. For a firm the size of HCLTech, pulling in a nine-figure AI revenue stream in just a few years hints at strong demand and a focused strategy. Sure, $100 million is only a slice of the overall turnover, but the double-digit growth suggests this slice is growing faster than many older service lines.
Competitors and investors will probably keep an eye on this, looking for clues on how quickly enterprise AI can move from a niche add-on to a real revenue driver in the IT services world.
Supermemory has attracted investments from Google AI chief Jeff Dean, Cloudflare CTO Dane Knecht and DeepMind’s Logan Kilpatrick, among others. - Published on October 13, 2025 - In IT Services HCLTech Calls Out $100 Million AI Revenue With Strong 11% Growth CEO C Vijayakumar called it a “standout quarter on every front”. Riding the wave of high confidence in generative AI over the last few quarters, HCLTech saw its profit remain flat in the July-September quarter at ₹4,236 crore, the same as last year.
However, revenue rose 11% year-on-year to ₹31,942 crore, showing that AI is finally delivering positive results for the company. Notably, CEO C Vijayakumar calls it a “standout quarter on every front”, and the numbers reinforce a similar story. Although net profit remained largely unchanged year-on-year, the company pointed to growing demand for AI-powered solutions.
It revealed its advanced AI revenue crossed $100 million for the first time, accounting for approximately 3% of its revenue.
Hitting $100 million in AI revenue is a clear milestone, but it also mirrors how the IT services world is shifting. An 11 % rise in that segment suggests clients are actually using the tech, yet the overall profit stayed flat, a reminder that building AI chops still costs a lot. Seeing Jeff Dean back Supermemory adds credibility, but it also hints at how fierce the race has become; standing out is no longer optional.
For HCLTech and rivals, the next step probably means turning these niche tools into solutions that sell across whole enterprises and actually boost the bottom line. This quarter shows generative AI is edging out of the lab and into a real revenue line, but expecting it to become a major profit engine soon would be optimistic. The market will be watching to see whether this early push can grow beyond a few headline projects into steady, margin-adding growth.
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Common Questions Answered
What milestone did HCLTech report for its AI-driven revenue in October 2025?
HCLTech reported reaching a significant milestone of $100 million in AI-driven revenue. This disclosure was made in October 2025 and signals the company's deliberate move to quantify its progress in the competitive AI market.
What was the growth rate for HCLTech's AI services segment, as described by CEO C Vijayakumar?
HCLTech's AI services segment experienced an 11% growth rate, which CEO C Vijayakumar described as a 'standout' performer. This growth demonstrates tangible client adoption of the company's AI offerings.
How did HCLTech's overall profit perform in the July-September quarter alongside the strong AI growth?
Despite the strong 11% growth in its AI services, HCLTech's overall profit remained flat in the July-September quarter at ₹4,236 crore. This flat profit underscores the substantial investment required to build advanced AI capabilities.
Which high-profile investors have backed Supermemory, as mentioned in the article?
Supermemory has attracted investments from high-profile figures including Google AI chief Jeff Dean, Cloudflare CTO Dane Knecht, and DeepMind's Logan Kilpatrick. This backing validates the technology's potential within the intensely competitive AI landscape.