By:- B.T Team

Image Credit:- Google

TCS Q2  Insights

Tata Consultancy Services (TCS) is set to report Q2 earnings, projecting a 6-11% YoY profit growth on a 7-8% rise in sales.

TCS Q2 Results Overview

Watch for insights on deal pipeline, pricing trends, growth outlook, margins, and any interim dividend announcements.

Key Focus Areas

Deal Wins Forecast

Analysts expect TCS to secure $9-$11 billion in deal wins this quarter, crucial for offsetting BSNL’s impact in FY26.

Ebit Margin Insights

Margins may contract by 43 bps due to wage hikes, with a flat margin anticipated as headwinds from BSNL and developed markets weigh in.

Expected Q2 revenue: ₹64,389 crore, a 7.9% YoY increase. Performance may vary, with TCS outperforming Infosys but lagging behind HCL Tech.

Revenue Growth Expectations

YoY Profit Growth

Profit projected at ₹12,591 crore, marking an 11% YoY rise, outpacing Infosys and Wipro but trailing Tech Mahindra.

Management Commentary

Investors await management insights on US BFSI demand, EU market conditions, deal ramp-ups, and the impact of Ratan Tata's passing.

Market Outlook

Attention will be on overall deal pipeline, significant signings, and potential margin pressures from large efficiency deals.

Comparative Growth Rates

TCS’s growth may exceed peers: Infosys (10.8%), HCL Tech (9%), and Wipro (10.3%), but is lower than Tech Mahindra’s estimated 23%.

Conclusion

TCS’s Q2 results will be pivotal, with key metrics providing insights into the company's resilience and future growth trajectory.

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