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Tata Consultancy Services Ltd Conference/Earnings Call Transcript FY26 Q1
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TCS
Tata Consultancy Services Ltd
(TCS)
Q1 2026 Earnings-Transcript
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FY 2026
Q1
14 Jul '25
FY 2025
Q4
12 Apr '25
FY 2025
Q3
13 Jan '25
FY 2025
Q2
14 Oct '24
FY 2025
Q1
16 Jul '24
FY 2024
Q4
17 Apr '24
FY 2024
Q3
16 Jan '24
FY 2024
Q2
13 Oct '23
FY 2024
Q1
14 Jul '23
FY 2023
Q4
13 Apr '23
FY 2023
Q3
11 Jan '23
FY 2023
Q2
14 Oct '22
FY 2023
Q1
13 Jul '22
FY 2022
Q4
16 Apr '22
FY 2022
Q3
12 Jan '22
FY 2022
Q2
30 Sep '21
FY 2022
Q1
8 Jul '21
FY 2021
Q4
12 Apr '21
FY 2021
Q3
8 Jan '21
FY 2021
Q2
30 Sep '20
FY 2021
Q1
9 Jul '20
FY 2020
Q4
16 Apr '20
FY 2020
Q3
17 Jan '20
FY 2020
Q2
30 Sep '19
FY 2020
Q1
9 Jul '19
FY 2019
Q4
12 Apr '19
FY 2019
Q3
10 Jan '19
FY 2019
Q2
11 Oct '18
FY 2019
Q1
10 Jul '18
FY 2018
Q4
19 Apr '18
FY 2018
Q3
11 Jan '18
FY 2018
Q2
30 Sep '17
FY 2018
Q1
30 Jun '17
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Company Overview
Tata Consultancy Services Ltd (TCS) conducted its Q1 FY 2026 earnings conference call on July 10, 2025.
The call was moderated by Nehal Shah from the Investor Relations team.
Financial Performance
Quarterly revenue declined by 3.1% year-on-year in constant currency terms.
Operating margin was 24.5% and net margin was 20.1%.
Total value of contracts signed in Q1 FY26 was $9.4 billion, up 13.2% year-on-year.
Revenue was Rs63,437 crores, with a year-on-year growth of 1.3%.
Market Conditions
Global businesses faced disruptions due to conflicts, economic uncertainties, and supply chain issues.
Cost pressures led to project pauses, deferrals, and decision delays.
Workforce And Hiring
Workforce at the end of Q1 was 613,069 with net attrition over 5,000 employees.
TCS invested 15 million hours in building expertise in emerging technologies.
Demand Trends
Enterprises focused on cost optimization, vendor consolidation, and efficiency-led technology transformation.
Discretionary spending remains under scrutiny.
Sector-Specific Insights
BFSI: Cautious tech investments due to economic uncertainty; growth driven by GenAI adoption.
Consumer Business Group: Affected by funding delays and project postponements.
Manufacturing: Minor growth despite challenges in the automotive sector.
Life Sciences: Caution in spending; focus on essential business activities.
Service Offerings
TCS is enhancing AI capabilities and focusing on AI-led business transformation.
New offerings in Agentic AI and AI infusion in services are being developed.
Future Outlook
TCS aims to be a dependable partner for enterprises navigating disruptions.
Management is optimistic about medium to long-term demand.
Closing Remarks
Management expressed gratitude to TCS employees for their dedication.
The call concluded with a commitment to maintaining strong client relationships.
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Tata Consultancy Services Ltd
Q1 2026
Earnings Transcript
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