New Delhi: Tata Consultancy Services (TCS) posted a stellar 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, and follows a sequential rise of about 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 for the same quarter last year. North America, the firm’s flagship market, delivered a modest 1.5% constant‑currency increase, while India led the growth chart with a 6% uplift.
AI Services Fuel Fresh Revenue Streams
The artificial‑intelligence division kept its momentum, generating $3.1 billion in the September quarter – a rise from $2.6 billion in the prior quarter. This expanding AI contribution highlights the escalating appetite for intelligent solutions across TCS’s worldwide client base.
Alongside the stronger earnings, the board sanctioned a second interim dividend of ₹12 per equity share (face value ₹1), underscoring the company’s commitment to rewarding shareholders while pursuing growth.
Talent Expansion and Workforce Strategy
During the quarter, TCS onboarded a net 4,258 professionals, pushing total headcount to 598,056 as of 30 September 2026. The attrition rate for its IT services arm remained stable at 13.3%.
Sudeep Kunnumal, TCS’s Chief Human Resources Officer, reiterated the firm’s focus on upskilling its talent pool and equipping employees for emerging business challenges.
“Our people are the engine of our AI‑driven growth, and investing in their capabilities is non‑negotiable,” Kunnumal said.
In sum, the latest quarter underscores TCS’s accelerating profitability, rising AI‑related revenues, and sustained talent expansion amid a fast‑changing technology landscape.
