TCS Q3 results impact: The common thread across analysts is that while Q3 execution remains strong and margins resilient, clear visibility on broad-based demand acceleration is still missing.
Analysts said key factors to watch will include TCS's measures underway to accelerate revenue growth, deal pipeline, and overview of client budgets and progress on planned data centre investments
Experts say a slow growth environment and shorter project life cycles in the age of artificial intelligence (AI) have made these firms double down on office presence and being closer to their clients
At the core of TCS's vision is a five-pillar framework designed to reorient the company from a digital-first services model to AI-centric enterprise transformation.
TCS has disclosed for the first time that its annualised AI revenue is about $1.5 billion, as investors seek clarity on returns from large AI investments across IT services firms
Microsoft has teamed up with TCS, Infosys, Wipro and Cognizant to deploy more than 200,000 Copilot licences, signalling a strong enterprise push towards agentic AI to boost productivity
Tata Consultancy Services has signed an agreement to buy 100% of Coastal Cloud for $700 million in cash, adding 400+ Salesforce professionals and strengthening its advisory
The San Francisco-based company is said to be exploring a plan to lease at least 500 MW of data centre capacity from HyperVault, TCS's newly established data centre arm
The Fifth Circuit Court of Appeals has upheld $194 million in damages against TCS in the DXC trade secrets case, even as it vacated an earlier injunction and sent it back for reassessment
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TCS has entered a strategic alliance with TPG, which will invest $1 billion in HyperVault as both firms commit up to Rs 18,000 crore over the coming years to build GW-scale AI data centres
Tata Consumer Products reported strong revenue growth led by its India business. Analysts expect margins to improve in H2FY26 as tea prices moderate and premium segments expand.
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