Tata Consultancy Services
Brokerages back TCS as it doubles down on AI-led transformation
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.
 "Brokerages back TCS as it doubles down on AI-led transformation")
TCS annualised AI revenue at $1.5 billion, says CEO K Krithivasan
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
 "TCS annualised AI revenue at $1.5 billion, says CEO K Krithivasan")
Microsoft partners with top IT firms to expand Copilot deployment in India
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
 "Microsoft partners with top IT firms to expand Copilot deployment in India")
TCS signs pact to buy Coastal Cloud for $700 million in all-cash deal
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
 "TCS signs pact to buy Coastal Cloud for $700 million in all-cash deal")
TCS eyes tieups with Microsoft, AWS, Nvidia, Google for data-centre biz
TCS is in discussions with Microsoft, AWS, Google and Nvidia to co-develop enterprise solutions for its HyperVault data centre business
 "TCS eyes tieups with Microsoft, AWS, Nvidia, Google for data-centre biz")
Indian IT services majors emerge as key bidders for US Bancorp's GCCs
Indian IT majors vie for mandate as American bank plans insourcing rampup
 "Indian IT services majors emerge as key bidders for US Bancorp's GCCs")
OpenAI in talks with TCS to begin Stargate India chapter, expand footprint
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
 "OpenAI in talks with TCS to begin Stargate India chapter, expand footprint")
US court upholds $194 mn damages against TCS in DXC trade secrets case
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
 "US court upholds $194 mn damages against TCS in DXC trade secrets case")
TCS-TPG to invest $1 billion in 'HyperVault'; what it means for investors?
TCS-TPG deal: TCS, on Thursday, announced securing a $1-billion investment from TPG to scale up its AI-data centre platform 'HyperVault'.
Stocks to Watch today, Nov 21: RIL, TCS, Hyundai Motor, Adani Ports, Nestle
Stocks to Watch Today, November 11, 2025: Nestle India, Adani Ports, 360 ONE WAM, Alkem Laboratories, JSW Energy, and Zaggle Prepaid are among the top stocks to remain in focus today
 "Stocks to Watch today, Nov 21: RIL, TCS, Hyundai Motor, Adani Ports, Nestle")
TPG to pump $1 billion into TCS data centre business HyperVault
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
 "TPG to pump $1 billion into TCS data centre business HyperVault")
TCS loses valuation premium to Infosys, HCLTech after 14 years on top
TCS loses its premium edge as slower profit growth and margin pressure pull its P/E below rivals for the first time since 2011
Nifty IT stocks extend surge, gain 5% in 3 days; Should you buy this rally?
Nuvama noted that IT services companies outperformed expectations in Q2, supported by stronger growth, margin expansion, and healthy deal wins
 "Nifty IT stocks extend surge, gain 5% in 3 days; Should you buy this rally?")
Tata Consumer's Q2 growth led by India business, margins to improve
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.
 "Tata Consumer's Q2 growth led by India business, margins to improve")
Stocks to Watch today: ITC, RIL, TCS, Vedanta, Hyundai Motor India, Swiggy
Stocks to Watch Today, October 31, 2025: RIL, Hyundai Motor India, TCS, Bharat Electronics, ITC, Swiggy, United Spirits, and Sunteck Realty are among the top stocks to watch today
 "Stocks to Watch today: ITC, RIL, TCS, Vedanta, Hyundai Motor India, Swiggy")
TCS not dependent on H-1B visas, can survive without them: CEO Krithivasan
H1B is now far less of a retention policy than it once was, and we should not be assessing today's scenario through yesterday's lens
 "TCS not dependent on H-1B visas, can survive without them: CEO Krithivasan")
HCLTech to roll out employee pay hikes from October amid strong growth
The IT firm will integrate quarterly variable pay with fixed pay from October, mainly benefiting junior staff, while attrition falls and fresher hiring gains pace
 "HCLTech to roll out employee pay hikes from October amid strong growth")
Street cautious on TCS near-term outlook despite solid Q2 and AI ambitions
Shares dip after Q2 profit misses estimates; brokerages cite solid AI plans and margin gains but flag weak near-term growth visibility
TCS to create 5,000 jobs in UK, launches AI Experience Zone in London
TCS has been a leading technology partner to UK enterprises for over 50 years, driving digital transformation and supporting talent development
TCS shares drop as Q2 profit misses street estimates; should you sell?
Analysts said TCS delivered a strong performance in Q2 despite prevailing challenges, with the India business continuing to show robust growth
 "TCS shares drop as Q2 profit misses street estimates; should you sell?")
