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Tata Consultancy Services Limited investor meet summary

NSE: TCS · BSE: 532540

Investor meet of 17 Dec 2025, summarised by AI from the filing.

US$1 billion annual spend on learning, R&I, and specialized infrastructure, all OpEx.

Key takeaways

  1. Investment US$1 billion annual spend on learning, R&I, and specialized infrastructure, all OpEx.
  2. Growth driver Non-traditional services revenue US$11 billion, growing faster than TCS average.
  3. Risk Moderation and subdued performance due to overall market sentiment.

Original filing on BSE

Tata Consultancy Services Limited Q2 FY27 results

As filed: Revenue ₹73,188 cr (+11% year on year), EBITDA ₹18,815 cr (+5% year on year), PAT ₹13,934 cr (+15% year on year), EBITDA margin 25.7% (−161 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q1 FY27: Revenue ₹72,275 cr (+14% year on year), EBITDA ₹18,556 cr (+10% year on year), PAT ₹13,420 cr (+5% year on year), EBITDA margin 25.7% (−93 bps). Score 64 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin fell 93 bps year on year. Share price after the results: +19.7% in 29 days (Nifty 500: +2.7%).
  • Q4 FY26: Revenue ₹70,698 cr (+10% year on year), EBITDA ₹19,276 cr (+14% year on year), PAT ₹13,784 cr (+12% year on year), EBITDA margin 27.3% (+93 bps). Score 75 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 93 bps year on year. Share price after the results: −7.5% in 29 days (Nifty 500: +4.9%).
  • Q3 FY26: Revenue ₹67,087 cr (+5% year on year), EBITDA ₹18,269 cr (+7% year on year), PAT ₹10,720 cr (+5% year on year), EBITDA margin 27.2% (+60 bps). Score 53 of 100, In line with trend. Revenue and profit before exceptional items growth were in line with the company's own trend; EBITDA growth was above it. EBITDA margin rose 60 bps year on year. Share price after the results: −12.0% in 30 days (Nifty 500: +1.2%).
  • Q2 FY26: Revenue ₹65,799 cr (+2% year on year), EBITDA ₹17,978 cr (+7% year on year), PAT ₹12,131 cr (+1% year on year), EBITDA margin 27.3% (+129 bps). Score 48 of 100, In line with trend. Revenue and profit growth were below the company's own trend; EBITDA growth was above it. EBITDA margin rose 129 bps year on year. Profit fell 5% from last quarter. Share price after the results: −2.3% in 29 days (Nifty 500: +1.2%).
  • Q1 FY26: Revenue ₹63,437 cr (+1% year on year), EBITDA ₹16,875 cr (+1% year on year), PAT ₹12,819 cr (+6% year on year), EBITDA margin 26.6% (−1 bps). Score 38 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was in line with it. EBITDA margin was flat year on year. Share price after the results: −10.2% in 29 days (Nifty 500: −4.4%).
  • Q4 FY25: Revenue ₹64,479 cr (+5% year on year), EBITDA ₹16,980 cr (−1% year on year), PAT ₹12,293 cr (−2% year on year), EBITDA margin 26.3% (−169 bps). Score 27 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 169 bps year on year. Share price after the results: +6.0% in 29 days (Nifty 500: +6.5%).
  • Q3 FY25: Revenue ₹63,973 cr (+6% year on year), EBITDA ₹17,034 cr (+4% year on year), PAT ₹12,444 cr (+12% year on year), EBITDA margin 26.6% (−42 bps). Score 49 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit growth was well above it. EBITDA margin fell 42 bps year on year.

Past price moves after results do not indicate future moves. Not a recommendation.

Tata Consultancy Services Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.