Inside India’s quantum computing race: 3 tech stocks to watch in 2026 | Stock Market News - Mint

Premium Subscribers: Complete your KYC to Avoid Service Suspension. Login Here. Important: We hate spam as much as you do. Check out our Privacy Policy and Terms Of Use. By submitting your email address, you also sign up for Profit Hunter, a daily newsletter from Equitymastercovering exciting investing ideas and opportunities in India. Quantum computing is a game-changing technology in the IT sector. It uses the laws of quantum mechanics to carry out intricate calculations that are much more difficult for traditional computers to complete. IT firms use quantum computing to create new hardware, software, and algorithms that can more effectively solve particular problems, especially in fields like simulation, artificial intelligence, optimisation, and cryptography. As the demand for quantum computing rises, here are 3 stocks you can add to your 2026 watchlist. First on our list is Tata Consultancy Services (TCS). The company is a leading IT, digital transformation and technology partner of choice for industry-leading organisations worldwide. TCS's role in the quantum sphere involves developing quantum algorithms and practical applications across diverse sectors such as life sciences, materials science, supply chain resilience, energy optimisation, cryptography, and sustainable manufacturing. --- Advertisement --- Investment in securities market are subject to market risks. Read all the related documents carefully before investing Revealing: The Top 3 Small Caps for 2026 Grab Our Latest Report on 3 Power-Packed Small Caps to Buy Now Access This ReportDetails of our SEBI Research Analyst registration are mentioned on our website - www.equitymaster.com--------------------------------------------------- The company has partnered with IBM and the government of Andhra Pradesh to establish India's largest quantum computing facility at the Quantum Valley Tech Park in Amaravati. This tech park will feature the IBM Quantum System Two, equipped with a 156-qubit Heron quantum processor, marking the largest quantum computer in India. On the financial front, for Q2 FY26, TCS reported revenues of Rs 658 billion (bn), which was higher than Rs 642.59 bn in the corresponding period of last year. Net profits for the period were placed at Rs 121.31 bn, against 119.55 YoY. Moving ahead, TCS is aggressively investing in artificial intelligence (AI) and cloud technologies, aiming to become the world's top AI-led technology services company. Its strong deal pipeline and strategic focus on AI-driven solutions and cloud modernisation position it for global expansion and operational efficiency gains. However, challenges include ongoing macroeconomic uncertainties impacting client discretionary spending, especially in segments like the consumer business and certain geographies. To know more check the TCS fact sheet and latest quarterly results. Infosys is a global consulting and IT services company with more than 331,000 employees. The company pioneered the Global Delivery Model and became the first IT company from India to be listed on NASDAQ. Infosys like peers is making rapid strides in quantum computing. Using quantum computing, Infosys Quantum Living Labs (QLL) investigates the potential for transformation in its client's business. --- Advertisement --- Investment in securities market are subject to market risks. Read all the related documents carefully before investingRecommended by Equitymaster's Senior Most Analysts 3 Monopoly Stocks with Unmatched Dominance Industry Titans Geared for Potential Long-Term Wealth Creation Get Full DetailsDetails of our SEBI Research Analyst registration are mentioned on our website - www.equitymaster.com--------------------------------------------------- Through expert advice, help with proof of concept implementation, possible use case application, access to quantum infrastructure, and innovations from its partner ecosystems, clients can be quantum-ready to tackle business problems with the "Early Access Program." Infosys has demonstrated its quantum capabilities in several areas, including logistics, finance, cybersecurity, oil and gas, and healthcare. On the financial front, for Q2 FY26, Infosys reported revenues of Rs 444.90 bn, which was slightly higher than Rs 409.86 bn in the corresponding period of last year. Net profits for the period were placed at Rs 73.75 bn, against Rs 65.16 bn YoY. Infosys saw strong deal wins and steady revenue growth but tempered by cautious volume growth and macro uncertainties. The company is adapting to evolving client priorities especially by emphasising AI and digital transformation deals while managing operational shifts due to changing global regulations. To know more check the Infosys fact sheet and latest quarterly results. HCL Tech is among the top IT and related services provider. HCL Tech collaborates strategically with academic and innovation ecosystems, including a recent partnership with MIT Media Lab to advance research in AI and quantum computing, co-developing projects that translate research into scalable solutions. The company engages in deep tech innovation through partnerships with incubators to boost startups and accelerate application development in sectors such as finance, healthcare, and defence. On the financial front, for Q2 FY26, HCL Technologies reported revenues of Rs 319.42 bn, slightly higher than Rs 288.62 bn in the corresponding period of last year. Net profits for the period were placed at Rs 42.36 bn, against Rs 42.37 bn YoY.

For New Members: 4 Premium Services. 1 Wealth Bundle. 62% OFF Moving ahead, HCL Technologies will invest in expanding digital, cloud, and AI capabilities, which are expected to fuel future growth and enhance competitive positioning. Macroeconomic uncertainties and competitive pressures remain challenges, but the company's diversified service offerings and innovation pipeline mitigate risks. To know more check the HCL Tech fact sheet and latest quarterly results. Will stocks in quantum computing continue to be prominent? Businesses in the sector are witnessing rapid growth in institutional support, technological innovation, and market demand, but they also face the usual risks associated with developing tech sectors that call for cautious but hopeful investment strategies. Investors will need to track the developments in this space closely over time. To know what's moving the Indian stock markets today, check out the most recent share market updates here. Investors should evaluate the company's fundamentals, corporate governance, and valuations of the stock as key factors when conducting due diligence before making investment decisions. Disclaimer: This article is for information purposes only. It is not a stock recommendation and should not be treated as such. Learn more about our recommendation services here... Equitymaster requests your view! Post a comment on "3 Quantum Computing Stocks to Add to Your 2026 Watchlist". Click here! Since 1996, Equitymaster has been the source for honest and credible opinions on investing in India. With solid research and in-depth analysis Equitymaster is dedicated towards making its readers- smarter, more confident and richer every day. Here's why hundreds of thousands of readers spread across more than 70 countries Trust Equitymaster. Copyright © Quantum Information Services Private Limited. 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