New Delhi: Tata Consultancy Services (TCS) posted a strong third‑quarter performance for FY 2026‑27, comfortably surpassing analyst expectations. Net profit jumped 15 % year‑on‑year to ₹13,884 crore, up from ₹12,075 crore a year earlier, and follows a sequential rise of roughly 4 % in the April‑June quarter, which delivered ₹13,349 crore.
Operating revenue climbed 11.22 % to ₹73,188 crore in the July‑September period, compared with ₹65,799 crore in the same quarter last year. North America, the company’s flagship market, recorded a modest 1.5 % constant‑currency increase, while India emerged as the fastest‑growing region with a 6 % uplift.
AI Services Ignite Fresh Revenue Streams
The artificial‑intelligence arm continued its upward swing, delivering $3.1 billion in the September quarter – an increase from $2.6 billion in the previous quarter. This expanding AI contribution highlights the surging demand for intelligent solutions across TCS’s worldwide client base.
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 policy.
Workforce Expansion and Talent Strategy
During the quarter, TCS added a net 4,258 employees, bringing the total headcount to 598,056 as of 30 September 2026. The attrition rate for its IT services division held steady at 13.3 %.
Sudeep Kunnumal, TCS’s Chief Human Resources Officer, stressed that the firm remains dedicated to upskilling its talent pool and equipping its workforce for emerging business demands.
Overall, the latest figures underscore TCS’s accelerating profitability, rising AI‑related revenues and continued talent growth amid a rapidly evolving technology landscape.
