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TCS CEO Flags Cautious Optimism Amid US Bill Uncertainty and Global Headwinds

Updated: July 10, 2025 18:03

Image Source : Communication Today
Tata Consultancy Services (TCS) CEO K Krithivasan has expressed measured optimism about FY26 international revenue growth, while acknowledging macroeconomic ambiguity tied to a pending US sanctions bill.
 
Key Highlights
  • The Sanctioning Russia Act of 2025, backed by President Trump, proposes steep tariffs on countries importing Russian energy—including India—creating uncertainty for Indian IT exports.
  • Krithivasan noted that clarity on the bill’s impact is expected by late July or early August, which could influence client spending and project rampups.
Growth Outlook
  • While TCS remains confident about outperforming FY25 international revenue, the CEO cautioned that it’s too early to predict when growth will resume.
  • The company continues to see delays in discretionary spending and wage hikes, pending improved visibility.
Strategic Positioning
TCS is banking on its diversified global portfolio and digital transformation capabilities to navigate nearterm volatility.
 
Sources: Economic Times, India Today, Times Now News, Business Standard, Times of India

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