January 2026 is shaping up to be a crucial month for India Inc, with several large listed companies scheduled to announce their Q3FY26 (October–December) earnings. The results season will provide vital clues on corporate performance amid evolving macroeconomic conditions and sector-specific trends.
The October–December quarter is particularly important as market participants expect earnings momentum to improve from Q3 onwards, after a subdued start to the financial year.
IT majors to kick off Q3 earnings season
The information technology sector will lead the earnings calendar. Tata Consultancy Services (TCS) and HCL Technologies are slated to announce their Q3FY26 results on January 12. In its exchange filing, TCS also said its board will consider the declaration of a third interim dividend.
Infosys will report its Q3 results on January 14. While the company has not indicated a dividend announcement yet, investors remain hopeful after Infosys declared an interim dividend of ₹23 per share in October.
Other IT companies scheduled to announce results include L&T Technology Services (LTTS) and Tech Mahindra on January 15, while mid-tier firms such as Coforge, Cyient and Mphasis will release their numbers on January 22.
Banking heavyweights to report on January 17
Among financial stocks, HDFC Bank and ICICI Bank, two of the heaviest-weighted stocks on the Nifty, will announce their Q3 earnings on January 17. IDFC First Bank is set to report its quarterly numbers on January 31.
Pharma, cement and FMCG stocks in focus
Several companies from the cement, metals, pharmaceuticals and FMCG sectors are also on investors’ radar.
- JK Cement will announce its Q3 results on January 17, followed by UltraTech Cement on January 24
- JSW Steel is scheduled to report earnings on January 23
- Dr Reddy’s Laboratories will announce results on January 21, while Cipla will report on January 23
In the FMCG space, Dabur India will declare its Q3 results on January 29, followed by Nestlé India on January 30. Asian Paints will announce its earnings on January 27.
Earnings season extends into February
The Q3 earnings season will continue into February 2026, with Mahindra & Mahindra set to announce its results on February 11, while Shree Cement will release its quarterly numbers on February 6.
Market participants will closely track management commentary, margin trends, demand outlook and guidance as corporate India looks to regain earnings traction in the second half of FY26.
Disclaimer: This article is for informational purposes only and does not constitute investment advice.
