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TCS Q3 revenue below expectations; what should investors do with the stock?

While maintaining reduce call on the stock and raising target to Rs 2,020 (from Rs 1,900), Kotak Institutional Equities cut its revenue growth forecast marginally, but raised EBIT margin forecast by 20-30 bps.

TCS preview | BFSI, retail to dent Q3 show; rupee weakness to drive margin

For Q3FY20, Motilal Oswal expects a 2.3% YoY or 3.3% QoQ rise in the PAT for TCS to the tune of Rs 8,305 crore.

TCS Q3 PAT seen up 3.3% QoQ to Rs. 8,305 cr: Motilal Oswal

Net Sales are expected to increase by 2.1 percent Q-o-Q (up 6.6 percent Y-o-Y) to Rs. 39,788.5 crore, according to Motilal Oswal.

IT firms likely to post 1-2% CC revenue growth; analysts remain bullish on 3 stocks

Key things to watch out for would be increase in deal sizes & tenures in digital; demand commentary, specifically BFSI & retail; and commentary on the improving geopolitical scenario.

Brokerages cut target price, revise estimates for TCS after a dull Q2 show

Credit Suisse has trim revenue estimates by 1 percent and EPS estimates by 5-7 percent adding that the company has a high-quality franchise but is not immune to an uncertain environment.

TCS Q2 profit below estimates; here are the top takeaways

With an increase of 5.7 percent, revenue from operations stood at Rs 38,977 crore in the September quarter of FY20 against Rs 36,864 crore in the same quarter of the previous year.

TCS Q2 PAT seen up 5.1% QoQ to Rs. 8,542.7 cr: Prabhudas Lilladher

Net Sales are expected to increase by 3.6 percent Q-o-Q (up 7.3 percent Y-o-Y) to Rs. 39,536.6 crore, according to Prabhudas Lilladher.

TCS Q2 PAT may dip 0.7% QoQ to Rs. 8,075.9 cr: Motilal Oswal

Net Sales are expected to increase by 2.7 percent Q-o-Q (up 6.4 percent Y-o-Y) to Rs. 39,206.7 crore, according to Motilal Oswal.

'Corporate earnings to guide market trajectory; Q1 results start on positive note'

Nifty companies will deliver revenue growth of 5.2 percent and net profit growth of 8.2 percent for Q1FY20

TCS to announce Q1 earnings on July 9; here is what to expect

Prabhudas Lilladher expects EBIT margins to decline around 90bps on account of wage hike, INR appreciation and visa cost

TCS Q1 PAT may dip 4.7% QoQ to Rs. 7,746.2 cr: Prabhudas Lilladher

Net Sales are expected to increase by 1.3 percent Q-o-Q (up 12.4 percent Y-o-Y) to Rs. 38,513.2 crore, according to Prabhudas Lilladher.

TCS Q1 PAT may dip 3.8% QoQ to Rs. 7,818.3 cr: Kotak

Net Sales are expected to increase by 1.4 percent Q-o-Q (up 12.5 percent Y-o-Y) to Rs. 38,559.2 crore, according to Kotak.

Ideas for Profit | Infosys or TCS — Where should you invest your money?

Narrowing of margins, revenue growth differential augurs well for Infosys, TCS’ RoE pegged at 34.8% in FY20

The return on Equity for Infosys is expected to increase from 20.7 percent in FY17 to 24.3 percent in FY20 while for TCS, the RoE is expected to increase marginally from 33.5 percent in FY17 to 34.8 percent in FY20.

TCS to announce Q4 earnings on April 12; here's what to watch out for

Profit for the quarter is expected to decline in the range of 2-6 percent sequentially while operating margin is likely to be steady or see marginal contraction quarter-on-quarter in Q4.

Nifty Q4 earnings growth likely to be muted; Deutsche Bank bets on 10 names

But non-auto consumer discretionary companies like Titan and Zee Entertainment are expected to report relatively stronger growth, Deutsche said.

TCS Q4 PAT may dip 1% QoQ to Rs. 8,024.4 cr: Prabhudas Lilladher

Net Sales are expected to increase by 1.3 percent Q-o-Q (up 17.9 percent Y-o-Y) to Rs. 37,808.6 crore, according to Prabhudas Lilladher.

TCS Q4 PAT may dip 1.9% QoQ to Rs. 7,948.7 cr: Kotak

Net Sales are expected to increase by 1.2 percent Q-o-Q (up 22.3 percent Y-o-Y) to Rs. 37,785.4 crore, according to Kotak.

Accenture reports strong Q2 earnings, guidance; Indian IT firms to benefit

CLSA said strong growth in US is positive for most firms, but more for Infosys & Cognizant while strong growth in CMT is positive for Tech Mahindra, Wipro & HCL Technologies

Experts say some IT cos have potential to grow further; 4 stocks Kotak is betting on

Kotak advised adding HCL Technologies, L&T Infotech, Mindtree and Tech Mahindra which could return 8-12 percent

Ideas for Profit | Infosys: Payout limits downside, buy as the stock closes valuation gap with leader

With the hefty payout limiting downside, we recommend buying Infosys

TCS Q3 review: Earnings in line, but supply constraint a factor to watch out for; buy on dips

We expect modest return from the stock in the medium term and recommend accumulation only on correction.

TCS Q3 PAT seen up 26.6% YoY to Rs. 8,267.7 cr: Dolat Capital

Net Sales are expected to increase by 23.5 percent Y-o-Y (up 3.5 percent Q-o-Q) to Rs. 38,159.4 crore, according to Dolat Capital.

TCS Q3 PAT seen up 25.8% YoY to Rs. 8,213.5 cr: ICICI Direct

Net Sales are expected to increase by 24.3 percent Y-o-Y (up 4.2 percent Q-o-Q) to Rs. 38,401.8 crore, according to ICICI Direct.

TCS to declare Q3 earnings on January 10; brokerages say watch out for global demand outlook

Edelweiss estimates that TCS will deliver QoQ revenue growth of 2.2 percent in constant currency terms and 1.6 percent in US dollar terms.