New Delhi: Tata Consultancy Services (TCS) delivered an impressive third‑quarter performance for FY 2026‑27, comfortably outpacing analysts’ consensus. Net profit rose 15% year‑on‑year to ₹13,884 crore, up from ₹12,075 crore a year earlier, following a sequential gain of roughly 4% to ₹13,349 crore in the April‑June period.
Operating revenue climbed 11.22% to ₹73,188 crore during July‑September, compared with ₹65,799 crore in the same quarter last year. The company’s flagship market, North America, recorded a modest 1.5% constant‑currency increase, while India emerged as the fastest‑growing geography with a 6% rise.
AI Services Drive Fresh Revenue Streams
The artificial‑intelligence arm continued its upward swing, delivering $3.1 billion in the September quarter – up from $2.6 billion in the previous quarter. This expanding AI contribution highlights the escalating appetite for intelligent solutions across TCS’s global client base.
Alongside the stronger earnings, the board approved a second interim dividend of ₹12 per equity share (face value ₹1), a step aimed at reinforcing investor confidence in the firm’s growth trajectory and shareholder‑return philosophy.
Workforce Expansion and Talent Strategy
During the quarter, TCS added a net 4,258 staff members, bringing the total headcount to 598,056 as of 30 September 2026. The attrition rate for its IT services division remained steady at 13.3%.
Sudeep Kunnumal, TCS’s Chief Human Resources Officer, reiterated the company’s commitment to upskilling its talent pool and preparing employees for emerging business demands.
Overall, the latest numbers underscore TCS’s accelerating profitability, rising AI‑related revenues, and sustained talent growth amid a rapidly evolving technology landscape.
