WIT WIPRO LTD

NEUTRAL Impact: 4/10 20-F
Horizon months Filed Jun 2, 2026 Processed 7d 21h ago SEC 0001193125-26-253514
Notable filing: 20-F
Latest settled — T+1d
WIT ▼ -2.82% at T+1d
NEUTRAL call ✗ call lost -2.82% · α vs SPY -3.22% · entry $2.13 → $2.07
Next anchor: T+5d due 4d ago
Currently $2.20 · +3.29% from $2.13 entry
Entry anchored
Jun 2, 03:59 PM ET
via Databento tick
T+1d
-2.82%
call -2.82% · α -3.22%
$2.07
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

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Executive Summary

Wipro's FY2026 20-F shows total revenue up 4.17% to INR 928,093 million, but IT Services constant-currency revenue declined 1.6%. Operating margin slipped 68 bps to 16.30%. Profit attributable to equity holders was flat at INR 131,974 million. The annual filing is largely a backward-looking compilation with no material new disclosure relative to known quarterly results. The activist/6K amplifier cross-filing signal is triggered by the concurrent buyback process, but the 20-F itself is a routine annual report with modestly negative underlying trends.

Actionable Insight

The 20-F confirms Wipro's ongoing revenue pressure in constant-currency terms and margin erosion despite a large deal TCV surge. The buyback at a 15.22% premium to 60-day VWAP provides downside support for ADS. Watch the upcoming Mindsprint acquisition close (US$375M) and the buyback tender process starting June 5 record date. The constant-currency decline is bearish for organic growth trajectory, but the buyback mechanism is a meaningful cash return event.

Key Facts

  • Total revenue for fiscal year ended March 31, 2026 increased 4.17% to INR 928,093 million, but IT Services segment constant-currency revenue declined 1.6% year-over-year.
  • Operating margin fell from 16.98% to 16.30%, with gross margin down 136 bps.
  • Profit attributable to equity holders essentially flat at INR 131,974 million vs INR 131,354 million.
  • Cash and cash equivalents plus short-term investments stood at INR 543,235 million as of March 31, 2026.
  • The board approved a buyback of up to 60 crore equity shares at INR 250/share (aggregate up to INR 15,000 crore) on April 16, 2026, with shareholder approval obtained May 21, 2026.
  • IT Services large deal TCV order booking increased 45.8% to US$7,829 million in FY2026.
  • Effective tax rate decreased from 24.45% to 23.51%.

Financial Impact

IT Services constant-currency revenue declined 1.6% YoY; operating margin declined 68 bps to 16.30%; gross margin declined 136 bps to 29.30%; net profit essentially flat at INR 131,974 million.

operatingMargingrossMarginrevenueGrowth

Risk Factors

  • IT Services constant-currency revenue contraction of 1.6% signals organic weakness despite large deal wins.
  • Gross margin compression of 136 bps on a reported revenue rise suggests ongoing cost headwinds and mix pressure.
  • Restructuring costs of INR 5,139 million and past-service-cost of INR 2,756 million dragged on operating income.

Market Snapshot

Exchange
NYSE
Sector
Services-Computer Programming Services
Analyst Consensus
15% bullish (46 analysts)

Documents Analyzed

This report is based on 10 SEC documents filed with EDGAR.

DocumentAccession Number
20-F Filing (Primary)0001193125-26-253514
Document: wit-ex1_2.htm0001193125-26-253514
Document: wit-ex11_1.htm0001193125-26-253514
Document: wit-ex12_1.htm0001193125-26-253514
Document: wit-ex12_2.htm0001193125-26-253514
Document: wit-ex13_1.htm0001193125-26-253514
Document: wit-ex15_1.htm0001193125-26-253514
Document: 0001193125-26-253514-index-headers.html0001193125-26-253514
Document: 0001193125-26-253514-index.html0001193125-26-253514
Document: 0001193125-26-253514.txt0001193125-26-253514
10 reports for WIT
Performance horizon
25% Hit rate 1 of 4 directional calls best @ T+1▲ +0.49%Apr 22, 2026
Filters
Rows
Reports for WIT — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 3/10
$2.10 awaiting T+1awaiting T+1$2.20 (+5.01%)
Jun 9, 2026
3d ago
6-K
NEUTRAL ★ 5/10
$2.15 awaiting T+1awaiting T+1$2.20 (+2.33%)
Jun 2, 2026
10d ago
20-F
NEUTRAL ★ 4/10
$2.13 $2.07▼ −2.82%▼ −3.22%$2.20 (+3.29%)
May 22, 2026
21d ago
6-K
NEUTRAL ★ 4/10
$2.06 $2.05▼ −0.49%▼ −0.44%$2.20 (+6.80%)
Apr 22, 2026
7w ago
6-K
BULLISH ★ 7/10
$2.03 $2.04▲ +0.49%▼ −0.29%$2.20 (+8.37%)
Apr 21, 2026
7w ago
6-K
BULLISH ★ 6/10
$2.11 $2.03▼ −3.79%▼ −3.40%$2.20 (+4.27%)
Apr 17, 2026
8w ago
6-K
MIXED ★ 6/10
$2.14 $2.13▼ −0.47%▲ +0.19%$2.20 (+2.80%)
Apr 17, 2026
8w ago
6-K
BULLISH ★ 7/10
$2.19 $2.14▼ −2.28%▼ −2.09%$2.20 (+0.46%)
Apr 8, 2026
9w ago
6-K
BULLISH ★ 8/10
$2.26 $2.17▼ −3.98%▼ −3.92%$2.20 (−2.65%)
Apr 6, 2026
9w ago
6-K
NEUTRAL ★ 3/10
$2.25 $2.25· 0.00%▼ −2.54%$2.20 (−2.22%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (53h 12m)

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