BSE IT Technology Sector Regulatory Filings — March 27, 2026

Q4 FY2026 results announcement post-market April 9, 2026, with leadership earnings call at 19:00 IST offering forward-looking insights and global dial-in access, signaling strong investor engagement

Comprehensive IR support including Mumbai primary/secondary lines (+91 22 6280 1108 / 7115 8009), toll-free India/USA, and DiamondPass registration, enhancing transparency

Investor Relations contact (Nehal Shah, +91 22 6778 9999) available for pre-call queries, demonstrating proactive communication ahead of key results

Board meeting April 29, 2026, to approve Q4 FY2026 audited results and recommend dividend (if any), potential capital return signal

Earnings conference call scheduled April 30, 2026, at 08:30 IST for investors/analysts, with details forthcoming, key for guidance updates

Trading window closed March 23 to May 1, 2026 (reopens May 2), ensuring SEBI PIT compliance and no disruptive insider activity

Intimation under Regulation 29 SEBI (LODR), reinforcing governance standards and timely disclosure

Scrip details (BSE 526299, NSE MPHASIS) highlighted, aiding liquidity and investor access pre-earnings

Sequential earnings timeline (TCS April 9, MphasiS April 29-30) sets sector benchmark for FY2026 close, potential positive read-throughs

Dividend consideration alongside results approval signals management focus on shareholder returns

Live audio webcast and worldwide dial-ins position it as sector IR leader, boosting conviction

2/3 filings from MphasiS emphasize repeated transparency on earnings/dividend, outlier conviction vs single TCS filing

No financial metrics or previews disclosed in intimation, heightening volatility risk around April 9, 2026, results

Extended closure to May 1, 2026 (9 days post-results), longer than typical, potentially signaling prolonged insider sensitivity

Recommendation 'if any' leaves uncertainty on capital allocation, dependent on FY2026 performance

Absence of forward-looking statements pre-call could delay sector visibility into Q1 FY2027

Identical announcements (Corporate Governance & Action) across BSE/NSE may indicate regulatory filing redundancy or emphasis on compliance scrutiny

TCS early (April 9) vs MphasiS late (April 29-30) risks staggered reactions, potential negative spillovers if TCS misses

Reliance on PIT Regulations and internal code during window closure; any lapses post-reopen (May 2) could trigger probes

19:00 IST call post-market may limit real-time US/EU participation, risking delayed global reactions

Lack of YoY/QoQ trends, ratios, or operational data across all 3 filings obscures relative performance assessment

Board approval only on April 29 vs TCS April 9, potential for later-than-peers guidance on IT demand slowdown

Position ahead of April 9, 2026, post-market results and 19:00 IST call for potential guidance beats and sector leadership confirmation

Monitor April 29 board for dividend recommendation, attractive for yield-seeking in IT with historical payout trends

Early participation in April 30, 08:30 IST conference call for Q&A insights on margins/deal wins vs TCS read-through

Utilize DiamondPass and toll-free dial-ins for direct leadership access, alpha from unscripted commentary

Quiet session enables positioning in TCS (earlier catalyst) for positive spill to MphasiS, neutral sentiment as entry point

May 2, 2026, window reopen post-results offers insider activity watch for conviction signals

Worldwide investor options position it for outperformance vs domestic-focused peers like MphasiS

Regulation 29 compliance and website intimation highlight undervalued transparency premium

Use TCS April 9 as lead indicator for BSE IT portfolio, trade relative value to MphasiS pre-April 29

MphasiS dividend 'if any' as turnaround signal if paired with strong results, vs TCS capex reinvestment

TCS (April 9) and MphasiS (April 29-30) announcements cluster signals BSE IT Q4 FY2026 reporting start, high materiality (8/10 avg) with neutral sentiment, implications for deal pipeline visibility

MphasiS closure March 23-May 1 (5+ weeks) typical for sector, no insider pledges/transactions flagged across filings, supports clean reporting environment

Detailed dial-ins/webcasts (TCS DiamondPass, MphasiS upcoming details) across 3/3 filings indicate BSE IT majors prioritizing global investor access amid neutral backdrop

MphasiS explicit dividend consideration (1/3 filings, repeated), absent in TCS; potential theme of payouts vs reinvestment in AI/cloud, watch for yield rotation

All filings cite SEBI LODR/PIT Regs (Reg 29 for MphasiS), with duplicate MphasiS notices, underscoring governance as sector strength in quiet session

TCS leads (April 9) MphasiS (late April) by 20 days, enabling read-throughs; no forward guidance changes noted, but calls key for FY2027 targets

Post-market release April 9, 2026, and 19:00 IST call for YoY revenue/margin trends, guidance updates, leadership commentary on US/EU demand

Register via link for live webcast April 9, 2026, monitor for capacity/attendee metrics signaling interest

April 29, 2026, approval of audited results + dividend rec, watch for any pre-meet intimation changes

April 30, 2026, 08:30 IST details forthcoming, key for analyst Q&A on operational metrics vs TCS

Reopens May 2, 2026, monitor immediate insider buys/sells/pledges for post-results conviction

Nehal Shah (+91 22 6778 9999) for pre-April 9 queries, potential early color on results themes

Track volume spikes pre-April 29 on governance filings for positioning flows

Cross-read TCS April 9 to MphasiS April 29-30 for sector margin/ growth consensus revisions