| Metric | Value (₹ Cr) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 65.8K | 3.7% | 2.4% |
| Total Income | 66.7K | 2.4% | 2.6% |
| Expenditure | 49.5K | 2.8% | 1.0% |
| PBT | 16.1K | 5.4% | 0.2% |
| Net Profit | 12.1K | 5.4% | 1.5% |
| OPM | 25.60% | 1.00pp | |
| NPM | 18.20% | 1.49pp | |
| EPS | 33.37 | 5.4% | 914.3% |
TCS Sets Course to Become the World’s Largest Al-led Technology Services Company
10 Oct 2025 · 10 Oct 2025, 12:53 am
Summary
Tata Consultancy Services (TCS) reported its Q2 performance for the year ending September 30, 2025. The company announced strategic investments, new business entities, and acquisitions, aiming to become the world’s largest Al-led technology services company.
Key Highlights
- 1
Revenue at ₹ 65,799 crore, up 3.7% QoQ
- 2
International Revenue grows 0.6% QoQ in Constant Currency
- 3
Broad-based growth across verticals
- 4
Operating Margin at 25.2%; an expansion of 70 bps QoQ
- 5
Net Income at ₹ 312,904 crore, +8.4% YoY
- 6
Q2 Total Contract Value (TCV): US$10 billion
- 7
Dividend per share: ¥ 11
- 8
Expanded strategic partnership with Tryg
- 9
A leading global healthcare company significantly expanding its strategic partnership with TCS
- 10
ALDI SOUTH extends its strategic partnership with TCS
- 11
Expanded collaboration with Weatherford International
- 12
Partnered with NOW Corporation’s telecom arm
- 13
Launched a new Al-driven operations center in Mexico City
- 14
Selected by Kesko as its strategic IT partner
- 15
Enabled ICICI Lombard to achieve fully automated AWS multi-region Disaster Recovery (DR) switchover
- 16
Announced a partnership with Unilab, Inc.
- 17
Announced a multi-year partnership with ARN Media
- 18
Announced the launch of Chiplet-based System Engineering Services
- 19
Selected by a leading Australian bank to transform its Mortgage and Institutional Banking back-office operations
Management Comments
K Krithivasan
Chief Executive Officer and Managing Director
I am pleased with our strong Q2 performance. We are on a journey to become the world’s largest Al-led technology services company. Our journey is anchored in bold transformation across talent, infrastructure, ecosystem partnerships and customer value.
Aarthi Subramanian
Executive Director - President and Chief Operating Officer
We delivered strong growth momentum led by Data, Cloud and Al powered enterprise transformation. Our customer engagements are focused on rapid value realization to deliver speed, efficiency and growth. TCS' Al Hackathon set a new benchmark — is the largest, most diverse and innovative Al-first culture building initiative. Our new Al and Services Transformation unit will further scale and integrate our efforts.
Samir Seksaria
Chief Financial Officer
We achieved good growth momentum across all verticals this quarter. Our disciplined execution helped us expand our margins while making strategic investments. We have prioritized wage hikes, building future-ready capabilities and establishing new ecosystem partnerships. Looking ahead, our financial resilience and robust balance sheet will support both internal transformation initiatives and external investments aligned with our aspiration.
Sudeep Kunnumal
Chief HR Officer
I am honoured to take over this responsibility as we chart our path to becoming the world’s largest Al-led technology services company. I look forward to working with our employees and all stakeholders as we pursue this exciting vision.
Informational and educational content only. Not investment advice.