Tata Consultancy Services Limited

Report azionario NSEI:TCS

Capitalizzazione di mercato: ₹8.3t

Tata Consultancy Services Gestione

Criteri Gestione verificati 2/4

Tata Consultancy Services Il CEO è K. Krithivasan, nominato in Jun2023, e ha un mandato di 3.17 anni. la retribuzione annua totale è ₹ 281.13M, composta da 6% di stipendio e 94% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0% delle azioni della società, per un valore di ₹ 25.77M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.4 anni e 7.7 anni.

Informazioni chiave

K. Krithivasan

Amministratore delegato

₹281.1m

Compenso totale

Percentuale dello stipendio del CEO5.96%
Mandato del CEO3.2yrs
Proprietà del CEO0.0003%
Durata media del management1.4yrs
Durata media del Consiglio di amministrazione7.7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento narrativa • Aug 18

TCS: JFK Digital Terminal Partnership Will Drive Future ReRating Potential

Analysts now set a revised fair value price target for Tata Consultancy Services at ₹3,125, compared with the prior ₹3,228, reflecting updated views on discount rate assumptions, revenue, profit margin expectations, and future P/E multiples. What's in the News F1R3FLY Limited joined the Tata Consultancy Services Alliances and Partnerships ecosystem, with both companies working together to deploy F1R3FLY's concurrent computing on the TCS SovereignSecure Cloud to address enterprise cloud data security and compute infrastructure needs.
Aggiornamento narrativa • Aug 04

TCS: Future Returns Will Be Constrained By Softer Profitability Assumptions

Analysts have trimmed their fair value estimate for Tata Consultancy Services, revising the price target from ₹1,860 to ₹1,800 as they factor in more measured assumptions on revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News for Tata Consultancy Services F1R3FLY Limited joined the Tata Consultancy Services Alliances and Partnerships ecosystem to deploy its concurrent computing platform on TCS SovereignSecure Cloud, targeting enterprise cloud data security and compute infrastructure needs across industries.
Aggiornamento narrativa • Jul 21

TCS: JFK Terminal Partnership And AI Alliances Will Support ReRating

Analysts have trimmed their fair value estimate for Tata Consultancy Services from about ₹4,442 to around ₹3,228, citing slightly softer assumptions on revenue growth, profit margins, discount rate, and future P/E multiples. What’s in the News for Tata Consultancy Services Tata Consultancy Services entered a partnership with the New Terminal One at John F.
Articolo di analisi • Jul 13

Tata Consultancy Services Limited (NSE:TCS) Just Reported Earnings, And Analysts Cut Their Target Price

As you might know, Tata Consultancy Services Limited ( NSE:TCS ) recently reported its first-quarter numbers. It was a...
Aggiornamento narrativa • Jul 07

TCS: Future Returns Will Depend On Resolution Of IP Case Risk

Analysts have reset their fair value estimate for Tata Consultancy Services to ₹1,860 from ₹2,602.79, citing updated assumptions on the discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Tata Consultancy Services DXC Technology collected $213.56 million from Tata Consultancy Services following final court rulings in a trade secrets case, after the U.S. Supreme Court declined to review lower court decisions that upheld a $168 million damages award plus interest, reinforcing the legal focus on intellectual property protection (source: DXC Technology).
Aggiornamento narrativa • Jun 23

TCS: Expanding AI Partnerships Will Support Future Services Demand

Analysts have made a small upward adjustment to their fair value estimate for Tata Consultancy Services, with the price target moving from ₹2,939.58 to ₹2,944.56. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.
Aggiornamento narrativa • Jun 05

TCS: Expanding AI Partnerships Will Drive Future Upside Potential

Analysts have trimmed their fair value estimate for Tata Consultancy Services slightly, with the price target moving from about ₹2,948 to around ₹2,940, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News QAD | Redzone, Amazon Web Services and Tata Consultancy Services (TCS) announced an expanded collaboration to offer a combined manufacturing platform that uses agentic AI, modern ERP and cloud infrastructure to help mid market manufacturers modernize operations, with TCS acting as the architect for phased ERP transformation and integration.
Aggiornamento narrativa • May 05

TCS: Expanding AI Partnerships Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Tata Consultancy Services at ₹2,948, while a slightly lower discount rate and a small adjustment to the assumed future P/E multiple reflect a modestly more conservative stance on the stock's risk and valuation profile. What's in the News PixerLens Inc.
Aggiornamento narrativa • Apr 21

TCS: AI Alliances And Dividend Visibility Will Drive Future Upside

Analysts have adjusted their price target for Tata Consultancy Services from ₹3,107.05 to ₹2,948.19, citing updates to discount rate assumptions, revenue growth expectations, profit margin projections and the P/E multiple applied to future earnings. What's in the News Nokian Tyres is expanding its cooperation with Tata Consultancy Services, transferring maintenance and development of IT applications and on-site support for internal operations to TCS from June 1, 2026, as part of Nokian Tyres' broader IT transformation (Key Developments).
Aggiornamento narrativa • Apr 07

TCS: AI Partnerships And Legal Overhang Will Shape Future Upside

The analyst price target for Tata Consultancy Services has been revised from about ₹3,399 to roughly ₹3,107. This reflects updated views on slightly lower revenue growth, a reduced profit margin profile and a modestly lower future P/E multiple.
Aggiornamento narrativa • Mar 24

TCS: AI Collaborations And Special Dividend Will Support Future Upside

Analysts have reduced their price target for Tata Consultancy Services by about ₹100 to reflect slightly softer revenue growth expectations, a marginally lower discount rate, and a small uplift in projected profit margins and future P/E multiples. What's in the News TCS declared a special dividend of ₹46 per equity share, with a record date of January 17, 2026, and dividend payout scheduled for February 3, 2026.
Aggiornamento narrativa • Mar 09

TCS: AI Partnerships And New Outsourcing Wins Will Support Future Upside

Analysts now see slightly less upside for Tata Consultancy Services, trimming their price target from ₹3,583.72 to ₹3,497.86. They are factoring in a marginally higher discount rate and a modestly lower future P/E, while keeping revenue growth and profit margin expectations broadly steady.
Aggiornamento narrativa • Feb 23

TCS: AI Alliances And New US Units Will Support Future Upside

Analysts have trimmed their price target on Tata Consultancy Services by about ₹34 to reflect a slightly higher discount rate and marginally softer fair value and margin assumptions, while keeping revenue growth and future P/E expectations broadly unchanged. What's in the News QAD | Redzone entered a long term alliance with TCS to help mid market manufacturers modernize ERP and scale AI driven operations, combining QAD | Redzone's manufacturing platform with TCS's global delivery and engineering capabilities (Key Developments).
Aggiornamento narrativa • Feb 09

TCS: AI Partnerships And New US Units Will Drive Future Upside

Analysts have modestly adjusted their price outlook for Tata Consultancy Services, reflecting updated assumptions for the discount rate, long term revenue growth, profit margins and future P/E levels. Together, these changes fine tune their overall valuation framework without a material shift in fair value.
Aggiornamento narrativa • Jan 25

TCS: AI Data Centers Will Drive Future Upside Despite Legal Overhang

The analyst fair value estimate for Tata Consultancy Services has been adjusted from ₹3,558.47 to ₹3,617.91 as analysts factor in updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions. What's in the News U.S. Court of Appeals for the Fifth Circuit upheld an award of about US$194m to DXC subsidiary CSC in a trade secret misappropriation case, affirming earlier findings that Tata Consultancy Services had intentionally and maliciously misused CSC's trade secrets (Lawsuits & Legal Issues).
Aggiornamento narrativa • Jan 09

TCS: AI Data Centers And Cloud Acquisition Will Shape Measured Future Upside

Analysts have increased their fair value estimate for Tata Consultancy Services from ₹3,476.31 to ₹3,558.47, citing slightly higher assumptions for revenue growth, profit margins and future P/E multiples. What's in the News A board meeting is scheduled on January 12, 2026, to approve audited standalone and consolidated Ind AS financial results for the quarter and nine months ending December 31, 2025, and to consider a third interim dividend for equity shareholders (Board Meeting).
Articolo di analisi • Dec 31

Tata Consultancy Services Limited's (NSE:TCS) Share Price Could Signal Some Risk

There wouldn't be many who think Tata Consultancy Services Limited's ( NSE:TCS ) price-to-earnings (or "P/E") ratio of...
Aggiornamento narrativa • Dec 14

TCS: Future AI Data Centers And Cloud Deal Will Shape Measured Upside Potential

Analysts have nudged their price target on Tata Consultancy Services slightly higher to ₹3,476 from ₹3,467, citing marginally stronger long term revenue growth, stable profit margins, and a modest uplift in expected future valuation multiples. What's in the News Board to meet on December 10, 2025, to approve a Securities Purchase Agreement and Plan of Merger for the acquisition of Coastal Cloud Holdings, LLC and its subsidiaries, marking a sizable inorganic growth move in cloud consulting (Board Meeting) New wholly owned subsidiary HyperVault AI Data Center Limited incorporated to build multiple AI and sovereign data centers in India, fully funded by TCS with INR 75 million in initial capital and 100 percent ownership (Business Expansions) Earlier board approval on October 9, 2025, for setting up a wholly owned Indian subsidiary focused on AI and sovereign data centers, underscoring a strategic pivot toward infrastructure-led AI services (Board Meeting) Strategic partnership with Box, Inc.
Aggiornamento narrativa • Nov 28

TCS: Future AI Data Center Expansion And Partnerships Will Shape Upside Potential

Analysts have adjusted their price target for Tata Consultancy Services slightly downward by ₹3.24 to ₹3466.76. This revision is based on updated projections for discount rate, revenue growth, and profitability.
Aggiornamento narrativa • Nov 14

TCS: Future Expansion Of AI Data Centers Will Drive Further Upside

Analysts have slightly reduced their price target for Tata Consultancy Services from ₹3,500.50 to ₹3,470.00. This reflects minor adjustments to forecasts and key company metrics.
Aggiornamento narrativa • Oct 31

TCS: Expansion Of AI Data Centers Will Drive Long-Term Market Leadership

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.
Aggiornamento narrativa • Oct 17

AI And Cloud Modernization Will Unlock Future Markets

Analysts have revised their price target for Tata Consultancy Services downward from ₹3,620 to ₹3,510, citing adjustments in discount rates and future earnings multiples. This comes despite slightly improved growth and margin projections.
Aggiornamento narrativa • Oct 03

AI And Cloud Modernization Will Unlock Future Markets

Analysts have slightly lowered their price target for Tata Consultancy Services, reducing the fair value estimate from ₹3,723.18 to ₹3,619.89. This change reflects updated assumptions about the company's revenue growth and discount rate.
Articolo di analisi • Sep 07

Insufficient Growth At Tata Consultancy Services Limited (NSE:TCS) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 22.4x Tata Consultancy Services Limited ( NSE:TCS ) may be sending bullish...
Aggiornamento narrativa • Sep 04

AI And Cloud Modernization Will Unlock Future Markets

With both revenue growth and net profit margin forecasts remaining stable, the consensus analyst price target for Tata Consultancy Services was unchanged at ₹3723. What's in the News TCS entered a Memorandum of Understanding with Now Telecom (NOW Corporation) to strengthen the Philippines' digital infrastructure, focusing on digital sovereignty, financial inclusion, trusted networks, sovereign cloud technology, and cyber-defense services.
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Nuova narrativa • Nov 07

Investment In AI And Cloud Powers Global Expansion And Efficiency Gains

Expansion into emerging markets and focus on cloud modernization and AI could drive long-term revenue growth and operational efficiencies.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di K. Krithivasan rispetto agli utili di Tata Consultancy Services?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

₹498b

Mar 31 2026₹281m₹17m

₹492b

Dec 31 2025n/an/a

₹477b

Sep 30 2025n/an/a

₹494b

Jun 30 2025n/an/a

₹493b

Mar 31 2025₹265m₹14m

₹486b

Dec 31 2024n/an/a

₹488b

Sep 30 2024n/an/a

₹474b

Jun 30 2024n/an/a

₹469b

Mar 31 2024₹256m₹13m

₹459b

Compensazione vs Mercato: La retribuzione totale di K. ($USD 2.94M ) è superiore alla media delle aziende di dimensioni simili nel mercato Indian ($USD 1.05M ).

Compensazione vs guadagni: La retribuzione di K. è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

K. Krithivasan (62 yo)

3.2yrs
Mandato
₹281,130,000
Compensazione

Mr. K. Krithivasan, B.E, M.Tech., has been Chief Executive Officer, Managing Director & Non-Independent Executive Director of Tata Consultancy Services Limited since June 1, 2023. Mr. Krithivasan served as...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
K. Krithivasan
MD, CEO & Non-Independent Executive Director3.2yrs₹281.13m0.00031%
₹ 25.8m
Aarthi Subramanian
President1.3yrs₹184.82m0.00015%
₹ 12.5m
Samir Seksaria
Chief Financial Officer5.3yrsNessun datoNessun dato
Harrick Vin
Chief Technology Officerno dataNessun datoNessun dato
Janardhan Santhanam
Chief Information Officer1.1yrsNessun datoNessun dato
Madhav Anchan
General Counsel Legalno dataNessun datoNessun dato
Yashaswin Sheth
Company Secretary & Compliance Officer1.8yrsNessun datoNessun dato
Kinshuk Gupta
Chief Communications Officerless than a yearNessun datoNessun dato
Abhinav Kumar
Chief Marketing Officerno dataNessun datoNessun dato
Sudeep Kunnumal
Chief Human Resources Officerless than a yearNessun datoNessun dato
Anita Nanadikar
Head of IOT & Incubation Group and VPno dataNessun datoNessun dato
R. Vivekanand
President of BFSI Products & Platforms1.6yrsNessun datoNessun dato
1.4yrs
Durata media
60.5yo
Età media

Gestione esperta: Il team dirigenziale di TCS non è considerato esperto (durata media 1.4 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
K. Krithivasan
MD, CEO & Non-Independent Executive Director3.2yrs₹281.13m0.00031%
₹ 25.8m
Aarthi Subramanian
President11.4yrs₹184.82m0.00015%
₹ 12.5m
Keki Mistry
Independent Non-Executive Director7.7yrs₹30.72m0.00011%
₹ 9.1m
Al-Noor Gulamali Abdulla Ramji
Non-Executive Independent Director2.8yrs₹27.60mNessun dato
Natarajan Chandrasekaran
Non-Independent Non-Executive Chairman18.9yrs₹420.00k0.0049%
₹ 406.6m
Pradeep Khosla
Independent Non-Executive Director8.6yrs₹27.51mNessun dato
Hanne Birgitte Sorensen
Independent Non-Executive Director7.7yrs₹27.54mNessun dato
Sanjay Bhandarkar
Additional Non-Executive Independent Director1.4yrs₹27.72mNessun dato
7.7yrs
Durata media
62.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TCS sono considerati esperti (durata media dell'incarico 7.7 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/20 20:35
Prezzo dell'azione a fine giornata2026/08/20 00:00
Utili2026/06/30
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Tata Consultancy Services Limited è coperta da 66 analisti. 42 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null null360 ONE Capital Market Private Limited
Pulkit Chawla360 ONE Capital Market Private Limited
Ashwin MehtaAmbit Capital