New Delhi: Tata Consultancy Services (TCS) delivered a stellar 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, while the preceding April‑June quarter had already shown a sequential rise of roughly 4% to ₹13,349 crore.
Operating revenue surged 11.22% to ₹73,188 crore in the July‑September period, compared with ₹65,799 crore in the same span last year. The company’s flagship market, North America, recorded a modest 1.5% constant‑currency increase, whereas India emerged as the fastest‑growing geography with a 6% uplift.
AI Services Fuel Fresh Revenue Channels
The artificial‑intelligence arm kept its upward momentum, delivering $3.1 billion in the September quarter – a jump from $2.6 billion in the prior quarter. This expanding AI contribution highlights the escalating demand for intelligent solutions across TCS’s worldwide client portfolio.
Alongside the stronger earnings, the board approved 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 strategy.
Talent Acquisition and Workforce Strategy
During the quarter, TCS added a net 4,258 professionals, raising total headcount to 598,056 as of 30 September 2026. The attrition rate held steady at 13.3% for its IT services division.
Sudeep Kunnumal, TCS’s Chief Human Resources Officer, reiterated the company’s commitment to upskilling its talent pool and gearing the workforce for emerging business needs.
Overall, the latest figures underscore TCS’s accelerating profitability, rising AI‑driven revenues, and sustained talent growth amid a rapidly evolving technology landscape.
