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 2.92 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 ₹ 26.10M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.2 anni e 7.4 anni.
Informazioni chiave
K. Krithivasan
Amministratore delegato
₹281.1m
Compenso totale
| Percentuale dello stipendio del CEO | 5.96% |
| Mandato del CEO | 2.9yrs |
| Proprietà del CEO | 0.0003% |
| Durata media del management | 1.2yrs |
| Durata media del Consiglio di amministrazione | 7.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.Articolo di analisi • Jul 14
Tata Consultancy Services' (NSE:TCS) Dividend Will Be ₹11.00
The board of Tata Consultancy Services Limited ( NSE:TCS ) has announced that it will pay a dividend on the 4th of...Articolo di analisi • May 31
The Tata Consultancy Services Limited (NSE:TCS) Annual Results Are Out And Analysts Have Published New Forecasts
The yearly results for Tata Consultancy Services Limited ( NSE:TCS ) were released last week, making it a good time to...
Nuova narrazione • 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
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | ₹281m | ₹17m | ₹492b |
| Dec 31 2025 | n/a | n/a | ₹477b |
| Sep 30 2025 | n/a | n/a | ₹494b |
| Jun 30 2025 | n/a | n/a | ₹493b |
| Mar 31 2025 | ₹265m | ₹14m | ₹486b |
| Dec 31 2024 | n/a | n/a | ₹488b |
| Sep 30 2024 | n/a | n/a | ₹474b |
| Jun 30 2024 | n/a | n/a | ₹469b |
| Mar 31 2024 | ₹256m | ₹13m | ₹459b |
Compensazione vs Mercato: La retribuzione totale di K. ($USD 2.92M ) è superiore alla media delle aziende di dimensioni simili nel mercato Indian ($USD 967.00K ).
Compensazione vs guadagni: La retribuzione di K. è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
K. Krithivasan (61 yo)
2.9yrs
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
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| MD, CEO & Non-Independent Executive Director | 2.9yrs | ₹281.13m | 0.00031% ₹ 26.1m | |
| President | 1yr | ₹184.82m | 0.00015% ₹ 12.6m | |
| Chief Financial Officer | 5yrs | Nessun dato | Nessun dato | |
| Chief Technology Officer | no data | Nessun dato | Nessun dato | |
| Chief Information Officer | less than a year | Nessun dato | Nessun dato | |
| General Counsel Legal | no data | Nessun dato | Nessun dato | |
| Company Secretary & Compliance Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Chief Communications Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Marketing Officer | no data | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | less than a year | Nessun dato | Nessun dato | |
| Head of IOT & Incubation Group and VP | no data | Nessun dato | Nessun dato | |
| President of BFSI Products & Platforms | 1.3yrs | Nessun dato | Nessun dato |
1.2yrs
Durata media
59.5yo
Età media
Gestione esperta: Il team dirigenziale di TCS non è considerato esperto (durata media 1.2 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| MD, CEO & Non-Independent Executive Director | 2.9yrs | ₹281.13m | 0.00031% ₹ 26.1m | |
| President | 11.2yrs | ₹184.82m | 0.00015% ₹ 12.6m | |
| Independent Non-Executive Director | 7.4yrs | ₹30.72m | 0.00011% ₹ 9.3m | |
| Non-Executive Independent Director | 2.6yrs | ₹27.60m | Nessun dato | |
| Non-Independent Non-Executive Chairman | 18.7yrs | ₹420.00k | 0.0049% ₹ 411.8m | |
| Independent Non-Executive Director | 8.3yrs | ₹27.51m | Nessun dato | |
| Independent Non-Executive Director | 7.4yrs | ₹27.54m | Nessun dato | |
| Additional Non-Executive Independent Director | 1.2yrs | ₹27.72m | Nessun dato |
7.4yrs
Durata media
61.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TCS sono considerati esperti (durata media dell'incarico 7.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 16:21 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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 guide su come utilizzare i nostri report e 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 65 analisti. 39 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.
| Analista | Istituzione |
|---|---|
| Pulkit Chawla | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |
| Sushovon Nayak | Anand Rathi Shares and Stock Brokers Limited |