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NSE:TCS

TATA CONSULTANCY SERV LT

Information Technology › IT - Software·NIFTY 100NIFTY 200NIFTY 50NIFTY 500+6
₹2,451.10
at close · 28 Oct 2026
▼ 45.80 (-1.83%)
ThemesArtificial Intelligence· coreCybersecurity· growingSemiconductors & Electronics· mention

Latest filings

  1. TCS BaNCS Treasury enters Sri Lanka with Indian Bank · Business Updates
  2. TCS schedules analyst and investor meetings in USA for Oct 22-27 · Board & Shareholder Meetings
  3. TCS completes acquisition of BBY Services India LLP, makes it wholly owned subsidiary · Strategic Transactions
All filings ↓
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Snapshot

What the business is, and whether it's a good one at a fair price.

AI · written from filings

Delivers IT services, consulting, and business solutions to global enterprises, organised across six industry verticals. In FY26, Banking, Financial Services and Insurance was the largest at 38.7% of segment revenue (₹103,363 cr), followed by Consumer Business at 15.9% (₹42,432 cr), Communication, Media and Technology at 14.8% (₹39,474 cr), Life Sciences and Healthcare at 10.4% (₹27,745 cr), Others at 10.3% (₹27,393 cr) and Manufacturing at 10.0% (₹26,614 cr). Each vertical offers application development, modernisation, infrastructure management, and AI-led transformation work to enterprises in that industry. The business is people-intensive, with employee costs at 58% of revenue, and operates with a global workforce (593,798 at end of Q1 FY27 across 149 nationalities). AI services revenue was annualised at US$2.6B in Q1 FY27 across more than 5,500 engagements, supported by partnerships with Anthropic, Mistral AI, ServiceNow, Google Cloud, NVIDIA and AMD, and a 1 GW HyperVault AI infrastructure build-out anchored by a 100 MW OpenAI commitment. Q1 FY27 revenue stood at ₹72,275 cr with operating margin at 24%, compressed by 170 bps from annual wage hikes; the FY26 full-year operating margin reached a four-year high of 25%.

Revenue mix · reported segments
Banking, Financial Services and Insurance38.7%
Consumer Business15.9%
Communication, Media and Technology14.8%
Life Sciences and Healthcare10.4%
Others10.3%
Manufacturing10.0%
Operating scale
Global workforce
593,798 across 149 nationalitiesQ1 FY27
AI services annualised revenue
US$2.6 billionQ1 FY27
Total contract value booked
US$9.5 billion (incl. US$800 mn SKF mega deal)Q1 FY27
AI engagements
5,500+ engagements; 3,000 industry-aware AI agents with Gemini EnterpriseFY26
HyperVault AI infrastructure
1 GW build-out with 100 MW OpenAI anchorFY26
FY26 operating margin
25% (four-year high)FY26
Who pays it
Global enterprise clients across banking, insurance, consumer goods, retail, travel, telecom, media, technology, healthcare, pharma and manufacturing industries.
Biggest cost
Employee costs at 58% of revenue (FY26), reflecting its people-intensive delivery model.
Kind of business
People-intensive, asset-light IT services business pivoting toward AI-led transformation and infrastructure.
Where it sits
Among India's largest IT services companies, classified under IT – Software & Consulting.
Market Cap
₹8.87 L Cr
P / E (TTM)
17.8×
EV / EBITDA
12.0×
Div Yield
4.46%
Growth
10.2%▲
Revenue 5y CAGR
PAT +8.7% · EBITDA +8.3%
Quality
57.6%▲
ROCE (5y median)
ROE 46.4% (5y median) · margin 27.1%
Leverage
0.00·
Debt / Equity · low
Net cash ₹6,417 Cr
Revenue FY21→FY26
1.6×▲
Margin −1.3 pts
₹1.64 L Cr → ₹2.67 L Cr
Cash conversion
1.01×▲
Operating cash ÷ profit · 5 yrs
₹2.27 L Cr on ₹2.25 L Cr
Moves on a normal day
0.90%·
Median daily move
Last 267 sessions · the yardstick for filing-day moves
Where it sits among 78 Computers - Software & Consulting peersBar = share of peers beaten · tick = industry median · latest reported figures
P/E (TTM)#35/65
P/B#56/65
ROCE#2/76
ROE#2/64
Debt / Equity#1/65
EBITDA margin#12/65
Revenue growth#28/63
Profit growth#32/62

Scorecard

Measured from the filed financials, judged against its Computers - Software & Consulting peers · as of FY26 — not investment advice

Strengths
Profit grew in every one of the last 5 years
Returns on capital 57.6% (5-year median)
#2 of 76 in Computers - Software & Consulting on the latest reported figures · up from 46.0% in FY21
No borrowings on the balance sheet
lower than 67% of its 65 Computers - Software & Consulting peers
Over 5 years it reported ₹2.25 L Cr of profit and ₹2.27 L Cr of operating cash — 1.01×
Profit is converting into cash
Pays out 80% of profit as dividend
Concerns
Customers are taking longer to pay — 67 → 93 days of receivables
FY21 → FY26

Charts

How has the market priced it — with filings on the timeline?

TCS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Peers

How does it stack up on valuation, returns and growth?

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Financials

Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.

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Ownership

Who owns it — and is the promoter stake clean?

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Common questions

Answered from TATA CONSULTANCY SERV LT's filed financials and exchange disclosures

What does TATA CONSULTANCY SERV LT do?

TATA CONSULTANCY SERV LT is a IT - Software company listed on NSE and BSE, trading under the symbol TCS.

Is TATA CONSULTANCY SERV LT profitable?

Yes. Over the trailing twelve months TATA CONSULTANCY SERV LT reported a net profit of ₹50,055 Cr on revenue of ₹2.76 L Cr.

Does TATA CONSULTANCY SERV LT pay a dividend?

Yes. The dividend yield is 4.46% at the current price. It paid out 80% of its profit as dividend in FY26.

Is TATA CONSULTANCY SERV LT debt-free?

Yes. It reported no borrowings on its 31 Mar 2026 balance sheet, and ₹6,417 Cr of cash.

Is TATA CONSULTANCY SERV LT expensive compared with its peers?

On trailing P/E, TATA CONSULTANCY SERV LT ranks 35 of 65 in Computers - Software & Consulting — cheaper than 47% of them, against an industry median of 15.0×. This is a position, not a valuation judgement.

How much does the TATA CONSULTANCY SERV LT share price move in a day?

On a typical session TATA CONSULTANCY SERV LT moves 0.90% — that is the median absolute close-to-close move across its last 267 trading days. MarketPing measures each filing's price reaction against it.

Where can I track TATA CONSULTANCY SERV LT's announcements?

Every NSE and BSE filing by TATA CONSULTANCY SERV LT appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.

Figures are as last reported and may lag the latest filing. Not investment advice.