Tata Consultancy Services Ltd

TCS: XNSE (IND)

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TCS Earnings: Revenue and Profitability Miss Estimates as Macro Uncertainty Pressures Spending

Eric Compton , Jivyaa Vaidya

Apr 11, 2025

Wide-moat Tata Consultancy Services reported fiscal 2025 fourth-quarter results that came in below our and FactSet consensus’ estimates for revenue and profitability. We view these results as a temporary setback, although we recognize the risks to demand if the macroeconomic and geopolitical environment deteriorates. We have tempered our near- to medium-term estimates to account for some of these risks, As a result, we have reduced our fair value estimate to INR 3,310 per share from INR 3,710. We view the shares as fairly valued.

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Tata Consultancy Services Ltd

TCS Earnings: Revenue and Profitability Miss Estimates as Macro Uncertainty Pressures Spending

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