GSC consolidation deal uncertainty
A large GSC consolidation deal remains undecided; management has assumed downside in guidance due to potential loss or further cuts.
HEXT / Q3-FY26 / risks
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Hexaware Technologies · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
AI dampening revenue growth
AI productivity improvements are reducing revenue on same scope by 20-40%, and this dampener is expected to continue through FY26.
Softclick acquisition underperformance
The Softclick acquisition (2024) missed financial targets, leading to earnout reversal and impairment; two of its clients went bankrupt in FY25.
High sequential growth required in Q2/Q3
To achieve better-than-7.6% growth, Q2 and Q3 need very high sequential growth rates, which may be challenging given macro uncertainty.