TCS Q2 Results FY 2025-26: Profit, Revenue, and Dividend Updates đź“Š
Tata Consultancy Services (TCS) is set to announce its Q2 results today. Although the company has canceled its scheduled press conference to observe the death anniversary of Ratan Tata, here are some key updates and expectations:
Key Highlights:
Revenue Growth: TCS is expected to report a revenue growth of 0.7-2.2% YoY, reaching â‚ą64,200-65,700 crore.
Net Profit: Brokerages project a net profit growth of 3.7-9.6% YoY, placing the bottom line between â‚ą12,346-13,058 crore.
Dividend: The board will consider declaring a second interim dividend for FY26, with a record date fixed for October 15, 2025.
Market Performance:
TCS Share Price: The stock has gained nearly 5% in the last five trading sessions but declined 6% in the past six months and 28% on a yearly basis.
Current Price: â‚ą3,059.10
52-Week High: â‚ą4,494.90
52-Week Low: â‚ą2,866.60
Key Factors to Watch:
H-1B Visa Impact: TCS’s dependence on H-1B visas and plans for further de-risking.
Deal Pipeline: Updates on mega deals and total contract value (TCV).
Margin Performance: Impact of wage hikes, utilization rates, and cost optimization efforts.
BSNL Deal: Updates on the BSNL advance purchase order deal.
Brokerage Estimates:
Nomura: â‚ą12,441 crore net profit, up 4.5% YoY, down 2.5% QoQ.
Nuvama: â‚ą13,058 crore net profit, up 9.6% YoY, up 2.3% QoQ.
Motilal Oswal: â‚ą12,600 crore net profit, up 5% YoY, down 2.1% QoQ .