New Delhi: Tata Consultancy Services (TCS) delivered an impressive third‑quarter performance for FY 2026‑27, comfortably surpassing analyst forecasts. Net profit rose 15% year‑on‑year to ₹13,884 crore, up from ₹12,075 crore a year earlier, and followed a sequential increase of roughly 4% from the April‑June quarter, which recorded ₹13,349 crore.
Operating revenue climbed 11.22% to ₹73,188 crore during the July‑September period, compared with ₹65,799 crore in the same quarter last year. North America, the company’s flagship market, delivered a modest 1.5% constant‑currency growth, while India emerged as the fastest‑growing region, expanding by 6%.
AI Services Fuel Fresh Revenue Streams
The artificial‑intelligence division continued its upward momentum, generating $3.1 billion in the September quarter – an increase from $2.6 billion in the prior quarter. This expanding AI contribution highlights the escalating demand for intelligent solutions across TCS’s global 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.
Workforce Expansion and Talent Strategy
During the quarter, TCS added a net 4,258 staff members, bringing total headcount to 598,056 as of 30 September 2026. The attrition rate for its IT services segment 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 figures underscore TCS’s accelerating profitability, growing AI‑related revenues, and sustained talent expansion in a rapidly evolving technology landscape.
