🐃 Positional Stock View 🐻

TCS Q1FY27 Results:- #Q1Results #Q1FY27 #Nifty #TCS ➤ Revenue ₹72,275 Cr (+13.9% YoY & +2.2% QoQ) ➤ Constant Currency Growth +0.4% QoQ ➤ Operating Margin 24.0% ➤ Net Profit(Excludes exceptional items) ₹13,849 Cr (+8.5% YoY) ➤ Net Margin 19.2% ➤ Net Cash from Operations ₹12,412 Cr (93% of Net Profit) ➤ Total Contract Value (TCV) US$9.5 Billion ➤ Annualized AI Revenue US$2.6 Billion (+13.6% QoQ) ➤ Workforce 593,798 ➤ LTM Attrition (IT Services) 13.6% ➤ Dividend ₹12/share (Record Date: 15 Jul 2026, Payment Date: 31 Jul 2026) ➤ Won an US$800 million AI-led mega deal with SKF ➤ Signed a multi-million-dollar strategic partnership with ServiceNow ➤ Secured a multi-million-dollar AI transformation deal with a Europe-based Fortune Global 50 company ➤ Continued strong momentum across AI, software engineering, modernization, cybersecurity, sovereign cloud and platform transformation ➤ Expanded ecosystem partnerships with Anthropic and Mistral AI to strengthen AI offerings ➤ Management Commentary ✓ Q1 FY27 reflected continued growth despite macro and geopolitical challenges ✓ Strong US$9.5 billion TCV, including the marquee US$800 million SKF AI transformation deal ✓ Annualized AI revenue reached US$2.6 billion ✓ Growing client investments in AI, modernization, cybersecurity, sovereign cloud and platform simplification, along with better deal conversion and client mining, position TCS for sustained growth ✓ Strong growth across multiple service lines during the quarter ✓ Won several AI-led transformation deals focused on AI optimization and innovation ✓ Expanded capabilities in AI-powered IT operations, software engineering, modernization, AI-first process redesign, SaaS implementation and Autonomous GBS ✓ Strengthened the AI ecosystem through strategic partnerships with Anthropic and Mistral ✓ Implemented annual wage hikes in Q1 ✓ Continued investments in partnerships and AI capabilities to enhance long-term competitiveness ✓ Maintained disciplined execution alongside industry-leading profitability and return ratios ✓ Completed annual salary increments globally and aligned compensation with the new India Labour Code ✓ Continued investments in AI infrastructure and next-generation skill development to build a future-ready workforce while fostering an inclusive and trusted workplace