New Delhi: Tata Consultancy Services (TCS) delivered an impressive third‑quarter performance for FY 2026‑27, comfortably outpacing analyst expectations. Net profit jumped 15 % year‑on‑year to ₹13,884 crore, up from ₹12,075 crore a year earlier, following a sequential rise of roughly 4 % to ₹13,349 crore in the April‑June period.
Operating revenue climbed 11.22 % to ₹73,188 crore in the July‑September window, compared with ₹65,799 crore in the same quarter last year. North America – the company’s flagship market – recorded modest constant‑currency growth of 1.5 %, while India emerged as the fastest‑growing region, expanding by 6 %.
AI Services Fuel New Revenue Streams
The artificial‑intelligence division kept its upward momentum, delivering $3.1 billion in the September quarter, up from $2.6 billion in the previous quarter. This expanding AI contribution highlights the rising appetite for intelligent solutions among TCS’s global clientele.
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 employees, taking 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, underscored the company’s commitment to up‑skilling its talent pool and preparing the workforce for emerging business demands.
Overall, the latest numbers underscore TCS’s accelerating profitability, growing AI‑related revenues, and continued talent expansion in a fast‑changing technology landscape.
