| Revenue growth | 11.2% YoY; 1.3% QoQ; 0.5% CC growth. |
|---|---|
| Margins | Operating margin stable at 24%; net margin at 19%. |
| Order book | TCV at $9.6 billion, excluding Porsche and Best Buy. |
| Demand visibility | Selective and uneven; discretionary spending under scrutiny. |
| Management confidence | High for medium-term momentum based on TCV and pipeline. |
Growth
Revenue grew 1.3% QoQ (0.5% CC). BFSI, Manufacturing, and Tech & Services led growth at 2.5%, 3.1%, and 3.1% respectively.
Outlook
Management maintains a long-term operating margin aspiration of 26%-28% and remains confident in medium-term growth momentum.
Risks
Subcontractor costs increased to meet skill mismatches. Regional markets, particularly India, faced volatility due to project deferrals.
Earnings Call Transcript filed with BSE, NSE: TCS. Summary written with AI assistance from the document.
Tata Consultancy Services Ltd: key numbers
- Share price
- ₹2,460.00
- Market cap
- ₹8,90,050 Cr
- Revenue (annual)
- ₹2,67,021 Cr
- Net profit (annual)
- ₹49,210 Cr
- P/E (TTM)
- 17.2×Sector 22.9×
- 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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