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AnalystConsensusTarget updated the narrative for TCS

Update shared on 31 Oct 2025

Fair value Decreased 0.26%
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AnalystConsensusTarget's Fair Value
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1Y
-25.1%
7D
3.8%

Analysts have slightly revised their price target for Tata Consultancy Services downward from ₹3,509.55 to ₹3,500.50, citing minor adjustments in discount rates and projected growth estimates as the basis for this change.

What's in the News

  • Tata Consultancy Services (TCS) and Box, Inc. announced a strategic partnership to provide industry-focused AI content services to global customers across sectors including finance, healthcare, manufacturing, retail, and public sector (Key Developments).
  • The TCS Board approved the formation of a wholly owned subsidiary in India. This subsidiary will focus on building multiple AI and Sovereign Data Centers to expand infrastructure and technology services (Key Developments).
  • Resulticks expanded its partnership with TCS by moving to full-scale execution to onboard 250 agencies and over 2,500 brands onto the RESUL platform. This increases the reach of AI-powered marketing solutions (Key Developments).
  • TCS partnered with NOW Corporation and Now Telecom in the Philippines to enhance national digital sovereignty, deploy sovereign cloud technology, and strengthen the country’s digital infrastructure (Key Developments).
  • The TCS Board convened to review and approve standalone and consolidated financial results for the quarter and half-year ended September 30, 2025. The Board also considered a second interim dividend for shareholders (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target: Decreased slightly from ₹3,509.55 to ₹3,500.50.
  • Discount Rate: Increased marginally from 16.02% to 16.06%.
  • Revenue Growth: Remained essentially unchanged, moving from 5.90% to 5.90%.
  • Net Profit Margin: Stayed steady at approximately 19.94%.
  • Future P/E: Decreased marginally from 32.48x to 32.43x.

Disclaimer

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