Tcs

A first for TCS: Revenue growth falls despite strong deals, margins

Industry analysts believe it’s a structural shift in how revenue is getting generated from the same large deals, as customers demand faster outcomes with lower human efforts in a post AI world.

Buy TCS; target of Rs 3000: Motilal Oswal

Motilal Oswal is bullish on TCS recommended buy rating on the stock with a target price of Rs 3000 in its research report dated April 09, 2026.

Buy TCS; target of Rs 3350: Choice Institutional Equities

Choice Institutional Equities is bullish on TCS has recommended buy rating on the stock with a target price of Rs 3350 in its research report dated April 10, 2026.

TCS Q4 FY26 – Does it merit a look after a good quarter and recent stock underperformance?

Strong Q4 execution, resilient margins, and robust deal wins position the IT major for a gradual AI-led transition, even as growth remains measured

No direct business impact of the Middle East conflict, says TCS CEO K Krithivasan

“Apart from travel and transportation industry, we have not seen major impact in other industries so far,” Krithivasan said during the company’s earnings conference on April 9.

TCS wage bill rises Rs 10,000 crore despite 23,000 fewer employees in FY26; restructuring at Rs 1,388 cr

The company said Rs 1,268 crore of the total restructuring provision was utilised in FY26 itself, indicating that most of the cost tied to employee exits and related measures has already been absorbed.

TCS Q4 results: Annualised AI revenue grows to $2.3 billion as AI deployment gains pace

In Q4, TCS announced a multi-dimensional strategic partnership with OpenAI, including developing AI infrastructure in India, with 100MW capacity in the initial phase, and an option to scale to 1 GW.

TCS reduced its head count over the full year by 3.9%

For the quarter, TCS' headcount increased by 2,356 employees on a net basis in the March quarter of FY26 (Q4FY26).

TCS Q4 order book grows 29% QoQ to $12 billion, full year deal wins at $40.7 billion

TCS also called out its annualised AI revenue of $2.3 billion, growing from $1.8 billion in the previous quarter.

TCS reverses two-quarter headcount slide, adds 2,356 employees in Q4FY26

The latest reduction adds to a longer-term shift at TCS, which reported a fall in headcount in FY24 for the first time since its listing in 2004, marking a break from years of steady workforce expansion.

TCS Q4 net profit jumps 29% QoQ to Rs 13,718 crore; revenue beats estimates; Rs 31 final dividend announced

Tata Consultancy Services Q4 FY26 Results: TCS said it saw continued improvement in business momentum, marking its third consecutive quarter of sequential growth. The company reported total contract value (TCV) of $12 billion for the quarter.

Indian IT firms face pricing pressures as AI deflation gets real in FY27

In FY26, Indian IT companies have seen around 5 to 15 percent revenue compression in areas where AI-led productivity gains are visible and measurable.

TCS Q4 results today: AI-driven growth, deal pipeline and dividend outlook in focus as IT earnings season starts

With TCS marking the beginning of the earnings season, market participants are closely tracking corporate results against the backdrop of geopolitical uncertainty, particularly tensions linked to the US-Iran conflict

TCS Q4 preview: AI strategy, steady margins, FY27 outlook among five things to watch out for

Brokerages expect TCS to outpace Tier-I rivals in growth for the fourth quarter ended March 31

TCS Q4 Results 2026 date and time: TCS to kick off IT earnings season on April 9; final dividend in focus

TCS Q4 Results 2026 latest news: Alongside the earnings announcement, India's largest IT exporter will also consider a final dividend for the financial year 2025-26, as per the exchange filing

Muted growth, AI deflation risks, war overhang: Five key factors to watch out for in Q4FY26 IT earnings

The Street believes the March quarter will be less about reported numbers and more about guidance for FY27, especially around growth visibility, AI monetisation, and margin sustainability.

How TCS dividends helped Tata Sons absorb mounting losses at Air India, Tata Digital

TCS’s total cash payout ratio, including dividends and buybacks, touched 94% in FY25 and 100% in FY23

Accenture’s Q2 performance signals AI-driven growth for Indian IT firms

Indian IT companies including TCS, Infosys, HCLTech, Wipro, too will benefit from the growing AI demand in North America that Accenture is alluding to, industry analysts said.

TCS bags deal from travel tech firm Amadeus to accelerate modern airline retailing

As part of the collaboration, TCS will develop the Service Center User Interface for Amadeus’ next-generation airline platform, Nevio.

Nifty IT rebounds, leads sectoral gains on value buying after sharp sell-off; TCS, Infy among top Nifty gainers

Several frontline IT stocks featured among the top gainers on the Nifty today. HCLTech and Tech Mahindra shares rose about 1.9 percent each. TCS stock gained 1.5 percent, Wipro added 1.3 percent, and Infosys advanced around 1.2 percent in the morning trade.

TCS is in ‘advanced’ talks for more AI data centers in India

TCS, which pioneered the strategy of providing tech expertise to Western banks, airlines and other corporations, has been under pressure in recent years from rising competition

Operations across tech industry continues as usual, member companies remain vigilant: Nasscom on Middle East conflict

The technology industry body has advised its member companies to enable work-from-home arrangements for all employees in the region.

Iran-Israel war: Indian IT firms may stare at slowdown in discretionary spending, project delays

Middle East & North Africa is a strategic region for most IT services companies, currently accounting for 1-2% of total revenue but remains critical for the industry to diversify beyond North America.