New Delhi: Tata Consultancy Services (TCS) delivered a strong third‑quarter performance for FY 2026‑27, comfortably outpacing analyst expectations. Net profit climbed 15% year‑on‑year to ₹13,884 crore, up from ₹12,075 crore a year earlier, following a sequential rise of about 4% in the April‑June period that brought profit to ₹13,349 crore.
Operating revenue rose 11.22% to ₹73,188 crore in the July‑September window, compared with ₹65,799 crore in the same stretch last year. The company’s flagship market, North America, posted a modest 1.5% constant‑currency increase, while India emerged as the fastest‑growing region with a 6% uplift.
AI Services Fuel Fresh Revenue Streams
The artificial‑intelligence practice kept its momentum, delivering $3.1 billion in the September quarter – a jump from $2.6 billion in the prior quarter. This expanding AI contribution highlights the rising appetite for intelligent solutions across TCS’s global client base.
Alongside the stronger earnings, the board approved a second interim dividend of ₹12 per equity share (face value ₹1), reinforcing the company’s commitment to shareholder returns and its growth narrative.
Talent Expansion and Workforce Strategy
During the quarter, TCS added a net 4,258 staff members, pushing total headcount to 598,056 as of 30 September 2026. Attrition in the IT services division held steady at 13.3%.
Sudeep Kunnumal, TCS’s Chief Human Resources Officer, reiterated the firm’s focus on upskilling its talent pool and preparing employees for emerging business demands.
Overall, the latest figures underscore TCS’s accelerating profitability, rising AI‑driven revenues, and sustained talent growth amid a rapidly evolving technology landscape.
