Tata Consultancy Services (TCS) delivered a strong Q4 performance, beating most estimates and showing resilience across geographies and verticals. Consolidated net profit rose 29% sequentially to ₹13,718 crore, marking a 12% jump year-on-year. Revenue climbed 5.4% QoQ to ₹70,698 crore, up 10% YoY, while EBIT grew 6% QoQ to ₹17,870 crore, reflecting a 15% YoY rise. Margins held firm at 25.27%, slightly above last quarter’s 25.17% and well ahead of last year’s 24.19%.
Against analyst expectations, TCS outperformed on revenue (₹70,698 crore vs est. ₹69,370 crore) and EBIT (₹17,870 crore vs est. ₹17,603 crore), though net profit was marginally below estimates (₹13,718 crore vs est. ₹13,276 crore). Operating margin at 25.3% was just shy of the 25.4% forecast.
The company reported its highest QoQ constant currency revenue growth in over four quarters, led by strong traction in the ERU (↑6.1%) and CBG (↑2.8%) segments. Regionally, the UK grew 2.4% and North America 1.4%. Dollar revenue stood at $7,621 million, up 1.5% QoQ.
Deal momentum was robust, with total contract value (TCV) at $12 billion, up 29% QoQ, including three mega deals. Cash flow generation remained strong at 106.7% of net income. Attrition ticked up slightly to 13.7%. Overall, TCS closed FY with solid growth, strong deal wins, and stable margins, reinforcing its leadership in IT services.
