🧾 1. 📊 Q1 FY26 Earnings Summary
i. Revenue: ₹63,437 cr (~US $7.4 bn), up just 1.3% YoY, missing expectations of ~₹64,667 cr
ii. Profit/margin held up; revenue disappointed.
📌 Key Takeaway: Profit and margin resilience, but weak revenue growth flagged caution—all aligning with cautious global client sentiment.
🔮 2. Upcoming Events & Catalysts :
Ex‑Dividend Date: Record date July 16, for interim dividend of ₹11/share.
Macro Cues: U.S. tariff developments, global IT spend trends, and sector peers (HCL, Infosys) Q2 reports. Reflation in IT services could shift sentiment.
TCS Investor Engagements: Gen‑AI STEM program (Jul 9); presence at global fintech & life‑sciences events through Sep (SIBOS, COBA) .
📆 3. Catalysts Ahead :
Global IT Budget Trends (esp. U.S. and Europe) → direction for next‑quarter bookings.
Peer Q2 Results (HCL, Infosys) → could provide broader sector cues.
New Deal Wins from BFSI/USD clients → margin & growth potential.
Macro Developments: Trade policies, Fed signals, and inflation data.
Thank you.
i. Revenue: ₹63,437 cr (~US $7.4 bn), up just 1.3% YoY, missing expectations of ~₹64,667 cr
ii. Profit/margin held up; revenue disappointed.
📌 Key Takeaway: Profit and margin resilience, but weak revenue growth flagged caution—all aligning with cautious global client sentiment.
🔮 2. Upcoming Events & Catalysts :
Ex‑Dividend Date: Record date July 16, for interim dividend of ₹11/share.
Macro Cues: U.S. tariff developments, global IT spend trends, and sector peers (HCL, Infosys) Q2 reports. Reflation in IT services could shift sentiment.
TCS Investor Engagements: Gen‑AI STEM program (Jul 9); presence at global fintech & life‑sciences events through Sep (SIBOS, COBA) .
📆 3. Catalysts Ahead :
Global IT Budget Trends (esp. U.S. and Europe) → direction for next‑quarter bookings.
Peer Q2 Results (HCL, Infosys) → could provide broader sector cues.
New Deal Wins from BFSI/USD clients → margin & growth potential.
Macro Developments: Trade policies, Fed signals, and inflation data.
Thank you.
Trade active
Placed
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👉👉 Join My Free Telegram Channel :
✳️ Forex Technical Charts : telegram.me/kabhifx
📞📞Telegram me @t.me/kabhidhan
✳️ Forex Technical Charts : telegram.me/kabhifx
📞📞Telegram me @t.me/kabhidhan
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.