New Delhi: Tata Consultancy Services (TCS) posted an impressive third‑quarter performance for FY 2026‑27, comfortably surpassing 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 roughly 4% to ₹13,349 crore in the April‑June period.
Operating revenue rose 11.22% to ₹73,188 crore during the July‑September window, compared with ₹65,799 crore in the same quarter last year. While the North American market, TCS’s flagship region, delivered a modest 1.5% constant‑currency growth, India emerged as the fastest‑growing geography with a 6% increase.
AI Services Fuel New Revenue Channels
The artificial‑intelligence division continued its upward momentum, generating $3.1 billion in the September quarter—up from $2.6 billion in the prior quarter. This swelling AI contribution highlights escalating client demand for intelligent, data‑driven solutions worldwide.
Alongside the stronger earnings, the board sanctioned 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 Acquisition and Upskilling Drive
During the quarter, TCS added a net 4,258 professionals, bringing the total headcount to 598,056 as of 30 September 2026. The attrition rate for its IT services arm remained steady at 13.3%.
Sudeep Kunnumal, TCS’s Chief Human Resources Officer, reiterated the firm’s focus on continuous upskilling and preparing its talent pool for emerging business challenges.
In sum, the latest figures underscore TCS’s accelerating profitability, expanding AI‑related earnings, and sustained talent growth amid a fast‑evolving technology landscape.
