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Reading: TCS Q2 Outcomes FY 2025-26: PAT down at 5% at Rs 12,075 crore, misses estimates
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StockWaves > Business > TCS Q2 Outcomes FY 2025-26: PAT down at 5% at Rs 12,075 crore, misses estimates
Business

TCS Q2 Outcomes FY 2025-26: PAT down at 5% at Rs 12,075 crore, misses estimates

StockWaves By StockWaves Last updated: October 9, 2025 5 Min Read
TCS Q2 Outcomes FY 2025-26: PAT down at 5% at Rs 12,075 crore, misses estimates
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Contents
Deal wins and enterprise highlightsTCS Dividend 2025 report date and fee dateCEO commentaryTCS proclaims funding in AI datacenterNorth America enterprise share dips marginally

TCS Q2 Outcomes: Tata Consultancy Providers (TCS), India’s largest IT companies firm, reported a consolidated internet revenue of Rs 12,075 crore for the July–September quarter (Q2 FY26), marking a 5.4 per cent decline from Rs 12,760 crore within the earlier quarter. The revenue got here under Road estimates of round Rs 12,744 crore.

On a year-on-year foundation, the corporate’s internet revenue rose 1.4 per cent from Rs 11,909 crore in the identical interval final yr. Income from operations got here in at Rs 65,799 crore, up 2.4 per cent from Rs 64,259 crore a yr in the past, and three.7 per cent increased sequentially in comparison with Rs 63,437 crore in Q1 FY26.

Deal wins and enterprise highlights

TCS reported complete contract worth (TCV) of $10 billion in Q2, up from $9.4 billion within the earlier quarter. In fixed foreign money phrases, income grew 0.8 per cent sequentially after two quarters of decline. The corporate had posted a 3.3 per cent drop in fixed foreign money income within the June quarter.

Add Zee Enterprise as a Most popular Supply

Amongst enterprise segments, Life Sciences and Healthcare grew 3.4 per cent quarter-on-quarter in fixed foreign money, adopted by Manufacturing (up 1.6 per cent) and Communication, Media & Info Providers (up 0.8 per cent).

Working margin for the quarter expanded by 70 foundation factors to 25.2 per cent, whereas internet margin stood at 19.6 per cent. The corporate reported money movement from operations at 110.1 per cent of internet revenue.

TCS Dividend 2025 report date and fee date

The board of TCS declared a second interim dividend of Rs 11 per fairness share. The report date has been mounted as October 15, 2025, and the fee will probably be made on November 4, 2025.

Learn extra: TCS kicks off Q2 earnings season! Income meets, PAT misses mark vs Road estimates—Catch administration commentary, different key takeaways

CEO commentary

Ok Krithivasan, Chief Govt Officer and Managing Director of TCS, mentioned, “I’m happy with our robust Q2 efficiency. We’re on a journey to grow to be the world’s largest AI-led know-how companies firm. Our transformation throughout expertise, infrastructure, ecosystem partnerships, and buyer worth displays our dedication to this imaginative and prescient.”

He added that the corporate’s investments, together with in AI infrastructure, underline its deal with constructing a world-class, future-ready know-how platform.

Learn extra: TCS declares second interim dividend of Rs 11 per share; verify report date and different particulars

TCS proclaims funding in AI datacenter

Tata Consultancy Providers (TCS) on Thursday introduced a strategic funding to construct a world-class synthetic intelligence (AI) infrastructure in India, together with a 1 gigawatt (GW) capability AI datacenter.

As well as, the corporate’s board has accredited the acquisition of ListEngage, a agency with deep experience in Salesforce options.

TCS mentioned it continues to spend money on nurturing an AI-first tradition and expertise ecosystem, highlighting its current initiative — the world’s largest “Ideate and Construct with AI” Hackathon, which noticed participation from 275,000 TCS workers.

Learn extra: TCS Q2 Earnings: HR head Kunnumal shares AI imaginative and prescient; no point out of headcount amid layoffs!

North America enterprise share dips marginally

Tata Consultancy Providers (TCS) reported a slight decline in income contribution from its key North America market within the July–September quarter (Q2 FY26). The area accounted for 47.6 per cent of the corporate’s complete income, reflecting a 0.1 per cent drop year-on-year in fixed foreign money (CC) phrases.

Regardless of the marginal decline, North America continues to be the biggest income generator for the IT main, contributing practically half of its enterprise.

TCS-Growth-by-markets

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