Tata Consultancy Services Limited (TCS) — Financial Results

1 Financial Results 🔴 High Importance ✨ Positive 📄 PDF

Investor Takeaways

TCS reported Q1 FY27 net income of ₹13,849 crore, up 8.5% YoY, with operating margin at 24.0% and net margin at 19.2%

AI-driven revenue annualized at $2.6 billion and new TCV of $9.5 billion, including an $800 million SKF contract

⚠️ No specific risks identified in this filing

Overall Tone: Positive based on the numbers only.

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹72,275 Cr	13.9%
Net Profit	₹13,849 Cr	8.5%
EBITDA	Not available	N/A
EPS	[amount not verified]	8.5% (implied from net profit and shares)
OPM	24.0%	24.0%

What Changed

TCS reported Q1 FY27 revenue of ₹72,275 crore, reflecting a 13.9% YoY increase and 2.2% QoQ growth, with operating margin at 24.0% and net margin at 19.2%. Net income rose 8.5% YoY to ₹13,849 crore, driven by AI-led deals including an $800 million contract with SKF and strategic partnerships with ServiceNow, Anthropic, and Mistral. The company highlighted AI revenue annualized at $2.6 billion and a $9.5 billion TCV. Quarterly performance showed sequential improvement in profitability, with OPM expanding to 24.0% from 26.33% in Q4FY25, and EPS of [amount not verified]The strong order book and AI-driven growth trajectory support expectations of sustained margin expansion and continued shareholder returns through dividend of ₹12 per share.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
TCS	17.17	50.36%	67.57%	8,19,135.01
Infosys	16.55	29.19%	40.82%	4,53,824.26
HCL Technologies	18.64	23.63%	31.85%	3,07,349.71
Wipro	15	16.11%	19.07%	1,99,392.54

TCS trades at a premium to peers on P/E, ROE, and ROCE, reflecting its dominant market position and superior profitability metrics.

Risks & Concerns

No specific risks identified in this filing

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY26	67,087	10,720	27.23
Q2FY26	65,799	12,131	27.32
Q1FY26	63,437	12,819	26.6
Q4FY25	64,479	12,293	26.33

2 Financial Results 🔴 High Importance Neutral 📄 PDF

📢 Key Event
Earnings conference call scheduled for Q1 FY27 results

💡 Investor Takeaway
The call provides insight into quarterly performance and management commentary.

TCS announced an earnings conference call for Q1 FY27 results on July 9, 2026, following board approval, with audio accessible via its investor relations portal.

3 Financial Results Neutral 📄 PDF

Revenue: ₹73,843 CrNet Profit: ₹13,420 Cr

📢 Key Event
TCS declared ₹12 interim dividend per share for Q3 FY2026, payable July 31, 2026.

🔄 What Changed
Profit before tax rose to ₹17,944 crores from prior quarter, driven by segment growth; legal claim provision settled at ₹668 crores.

🔮 What's Next
No forward guidance provided in the filing.

💡 Investor Takeaway
Shareholders receive an interim dividend while TCS maintains strong profitability amid global expansion and legal resolution.

TCS reported consolidated revenue of ₹72,275 crores and profit before tax of ₹17,944 crores for Q3 FY2026, with an interim dividend of ₹12 per share declared payable July 31 to shareholders of record July 15. The auditor confirmed unmodified opinion on results prepared under Ind AS 34 and Regulation 33, with no material uncertainty in going concern. Legal settlements totaled ₹668 crores under exceptional items, and new subsidiaries were incorporated in early 2026 to expand global capabilities.

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About Tata Consultancy Services Limited (TCS)

Information Technology · IT - Software · Listed on NSE

Market Cap: ₹8,19,135.01 Cr P/E: 17.2 ROE: 50.4% ROCE: 67.6%

View full TCS stock details →

Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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Tata Consultancy Services Limited (TCS) — Financial Results(3 announcements)