TCS Navigates Global Headwinds with Profit Beat and Robust Order Book

Image Source: The Economic Times

Tata Consultancy Services (TCS) reported a resilient Q1 FY26 performance on July 10, 2025, despite macroeconomic and geopolitical uncertainties weighing on demand.

Financial Highlights

Consolidated revenue from operations stood at Rs 634.37 billion, slightly below the IBES estimate of Rs 646.66 billion.
Net profit surged to Rs 127.60 billion, beating expectations of Rs 122.16 billion, driven by cost optimization and operational discipline.
The company declared an interim dividend of Rs 11 per share, with the record date set for July 16, 2025.

Demand and Order Book

TCS acknowledged a contraction in client demand due to global volatility, yet maintained momentum with a Q1 order book of USD 9.4 billion.
Key wins spanned BFSI, manufacturing, and AIled transformation deals, reinforcing longterm client confidence.

Outlook

TCS remains focused on strategic investments and margin defense, positioning itself for sustained growth amid evolving global dynamics.

Sources: Reuters, Bloomberg, Moneycontrol, Business Today, MarketScreener, TCS Investor Relations