ALFA Finder| Revenue growth | 1.2% QoQ CC; FY26 revenue at ₹2.67 lakh crore. |
|---|---|
| Margins | Q4 operating margin 25.3%; FY26 annual margin at 25%. |
| Order book | Q4 TCV of $12 billion; FY26 TCV of $40.7 billion. |
| Demand visibility | Stability returning to large accounts; strong momentum in AI services. |
| Management confidence | High; positive momentum into FY27 with strong deal book. |
Growth
Q4 revenue grew 1.2% QoQ (CC); FY26 revenue was ₹267,021 crore (+4.6% YoY) but declined 2.4% in CC terms.
Outlook
Targeting 26% long-term margins; building 1 GW HyperVault capacity; annualized AI revenue at $2.3 billion and growing.
Risks
Geopolitical conflicts in the Middle East impacting travel/transportation; potential supply chain disruptions; headwinds from upcoming annual wage increments.
Earnings Call filed with NSE, NSE: TCS. Summary written with AI assistance from the document.
Tata Consultancy Services Ltd: key numbers
- Share price
- ₹2,407.50
- Market cap
- ₹8,71,055 Cr
- Revenue (annual)
- ₹2,67,021 Cr
- Net profit (annual)
- ₹49,210 Cr
- P/E (TTM)
- 16.9×Sector 23.7×
- Promoter holding
- 71.77%+0.00% QoQ
- FII holding
- 9.01%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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