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Earnings Call

Tata Consultancy Services Earnings Call: Key Takeaways

TCS reported Q4 FY26 revenue of ₹70,698 crore, up 1.2% QoQ in constant currency, with a 25% annual operating margin—a 4-year high. Strategy shifts toward being an AI-first services provider.

Highlights
Revenue growth1.2% QoQ CC; FY26 revenue at ₹2.67 lakh crore.
MarginsQ4 operating margin 25.3%; FY26 annual margin at 25%.
Order bookQ4 TCV of $12 billion; FY26 TCV of $40.7 billion.
Demand visibilityStability returning to large accounts; strong momentum in AI services.
Management confidenceHigh; 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.

Source

Earnings Call filed with NSE, NSE: TCS. Summary written with AI assistance from the document.

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Tata Consultancy Services Ltd: key numbers

Share price
₹2,070.70
Market cap
₹7,49,197 Cr
Revenue (annual)
₹2,67,021 Cr
Net profit (annual)
₹49,210 Cr
P/E (TTM)
15.0×Sector 21.9×
Promoter holding
71.77%+0.00% QoQ
FII holding
9.07%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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13:30 IST NSE
Partnership

Tata Consultancy Services Partnership

TCS renews its multi-year title partnership with Jaguar TCS Racing, becoming Official AI Partner for Formula E's GEN4 era. The collaboration expands AI-driven innovation in electric mobility.

Execution
multi-year (GEN4 era, Seasons 13-16)
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Board Meeting Date

Tata Consultancy Services Board Meeting Date

TCS scheduled a board meeting on October 8, 2026, to consider quarterly financial results and the declaration of a second interim dividend.

11:30 IST NSE
Partnership

Tata Consultancy Services Partnership

TCS has partnered with DGCX to deliver a next-generation trading, clearing, and surveillance platform for derivatives market infrastructure. No contract value was disclosed.

11:30 IST NSE
New Order Win

Tata Consultancy Services Bags ₹122.6 Cr Order from Government of Odisha

TCS won a Rs.122.6 crore bid to build OSWAS 3.0, an AI-enabled digital governance platform for the Government of Odisha. The 6-year contract extends TCS's digital governance partnership with the state.

Value
₹122.6 Cr
From
Government of Odisha
Execution
6 years
15:21 IST BSE
Capacity Expansion

Tata Consultancy Services Capacity Expansion

TCS subsidiary HyperVault will develop a large-scale AI data center campus in Telangana. The project spans 264 acres with up to 1GW capacity.

AI data center capacity
1.0 GW
11:30 IST NSE
New Order Win

Tata Consultancy Services Bags New Order from METRO AG

Tata Consultancy Services has been selected by international wholesaler METRO AG as a strategic partner. TCS will harmonise METRO's IT landscape across Europe and Asia using AI-based solutions.

From
METRO AG