Tata Consultancy Services (TCS) reported a strong Q2 performance, driven by broad-based growth and disciplined execution. Revenue reached ₹65,799 crore, up 3.7% QoQ, with a dividend of ₹11 per share declared. Strategic investments include building a world-class AI infrastructure and acquiring ListEngage. The company is on a journey to become the world’s largest AI-led technology services company.
Q2 Financial Highlights
TCS announced its Q2 results, showcasing strong financial performance. Key highlights include:
- Revenue: ₹65,799 crore, a 3.7% increase QoQ.
- Operating Margin: 25.2%, an expansion of 70 bps QoQ.
- Net Income: ₹12,904 crore, up 8.4% YoY.
- Total Contract Value (TCV): US$10 billion.
- Dividend: ₹11 per share, with a record date of October 15, 2025.
Strategic Investments and Growth
TCS is making strategic investments to strengthen its position as a leader in AI-led technology services. These include:
- Building a new business entity focused on creating a world-class AI infrastructure, including a 1 GW capacity AI data center in India.
- Acquiring ListEngage to enhance capabilities in Salesforce.
- Nurturing an AI-first culture through initiatives like the ‘Ideate and Build with AI’ Hackathon, involving 275,000 TCSers.
Segment Performance
Broad-based growth was observed across verticals, with BFSI leading at +1.1% QoQ CC. Other key sectors include:
- Life Sciences and Healthcare: +3.4% QoQ CC.
- Manufacturing: +1.6% QoQ CC.
- CMI: +0.8% QoQ CC.
Key Deals and Partnerships
TCS has secured several key deals and expanded partnerships, including:
- Expanding partnership with Tryg, a Scandinavian non-life insurance company, in a seven-year, $647 million agreement.
- Expanding partnership with a leading global healthcare company to accelerate growth and transformation through a multi-year, multi-hundred-million-dollar contract.
- Extending partnership with ALDI SOUTH to modernize IT infrastructure and application landscape.
- Expanding collaboration with Weatherford International to enhance operational efficiencies using AI solutions.
Awards and Recognition
TCS continues to be recognized as a leader in the industry, with several awards and recognitions, including:
- Ranked among top 20 global technology brands in Brand Finance’s Technology 100 2025 list.
- Won the UK Service Provider for the Year 2025, among other recognitions.
Source: BSE
