New Delhi: Tata Consultancy Services (TCS) delivered an impressive third‑quarter performance for FY 2026‑27, comfortably surpassing analyst forecasts. Net profit climbed 15% year‑on‑year to ₹13,884 crore, up from ₹12,075 crore a year earlier, while the preceding April‑June period had already shown a sequential rise of roughly 4% to ₹13,349 crore.
Operating revenue rose 11.22% to ₹73,188 crore in the July‑September window, compared with ₹65,799 crore in the same quarter last year. North America, TCS’s flagship market, recorded a modest 1.5% constant‑currency increase, whereas India emerged as the fastest‑growing region with a 6% jump.
AI Services Ignite Fresh Revenue Streams
The artificial‑intelligence arm continued its upward swing, delivering $3.1 billion in the September quarter – a rise from $2.6 billion in the prior quarter. This expanding AI contribution highlights the escalating appetite for intelligent solutions among TCS’s worldwide clientele.
Alongside the stronger earnings, the board sanctioned a second interim dividend of ₹12 per equity share (face value ₹1), a step likely to keep investors focused on the firm’s growth trajectory and shareholder‑return policy.
Talent Expansion and Upskilling Strategy
During the quarter, TCS hired a net 4,258 professionals, taking total headcount to 598,056 as of 30 September 2026. The attrition rate remained steady at 13.3% for its IT services division.
Sudeep Kunnumal, TCS’s Chief Human Resources Officer, reiterated the company’s commitment to reskilling its workforce and preparing talent for emerging business demands.
Overall, the latest figures underscore TCS’s accelerating profitability, rising AI‑related revenues, and sustained talent growth amid a rapidly evolving technology landscape.
