TCS Shines: TCS.NS Jumps 3% As Dividend And Stable Q3 Show Strength Amid Global Tech Uncertainty

Despite a challenging global IT spending environment, TCS delivered another quarter of steady revenue growth, healthy profitability, and strong cash flows, reassuring markets about the stability of India’s largest IT services firm. The latest interim dividend declaration adds an attractive income component for shareholders, complementing the stock’s defensive appeal in volatile markets.

Key highlights

• Q3 FY26 consolidated revenue at about ₹67,087 crore, up 4.9% year-on-year and 2% sequentially, supported by broad-based growth across verticals.
• Net profit for Q3 FY26 around ₹10,657 crore, down roughly 14% year-on-year, largely impacted by exceptional expenses of about ₹3,391 crore.
• Operating margin near 25.2% and net margin around 20%, reflecting strong execution and cost discipline despite one-off charges.
• ​Third interim dividend of ₹11 per share announced, payable on 3 February 2026 to shareholders on the designated record date, reinforcing TCS’s predictable cash-return profile.
• Management commentary highlighted ongoing traction in life sciences, healthcare, energy, utilities, and technology services, even as deal cycles remain elongated in some markets.
• The combination of stable growth, robust margins, and consistent dividends has improved sentiment toward large-cap IT, helping TCS shares extend gains over recent sessions.

Sources: Angel One, TCS Investor Relations, Univest, Multibagg.ai, Finology Ticker, MarketScreener, Tickertape, Moneycontrol.