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Q4’s performance of 1.2% QoQ CC growth was largely in line with our estimates.
TCS's AI revenue reached USD 2.3 billion, up 27.8% QoQ, now 7.7% of total revenue.
KEY POINTS
- Geopolitical conflicts are delaying decisions in key verticals, especially BFSI, impacting growth outlook.
- Deal TCV growth was weak at 3.6% YoY despite five mega deals in FY26.
- Revenue estimates for FY27E are trimmed by 40bps, with expected CC growth of 4.5%.
COMPANIES
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