Tata Consultancy Services 過去の業績
過去 基準チェック /36
Tata Consultancy Servicesは、平均年間7.7%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間20.7% 9%収益成長率で 成長しています。 Tata Consultancy Servicesの自己資本利益率は45.5%であり、純利益率は18.4%です。
主要情報
7.71%
収益成長率
8.34%
EPS成長率
| IT 業界の成長 | 24.33% |
| 収益成長率 | 9.00% |
| 株主資本利益率 | 45.54% |
| ネット・マージン | 18.43% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...
新しいナラティブ • 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.収支内訳
収支内訳
Tata Consultancy Services の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 2,670,210 | 492,100 | 36,870 | 0 |
| 31 Dec 25 | 2,608,020 | 477,160 | 36,320 | 0 |
| 30 Sep 25 | 2,576,880 | 494,390 | 35,640 | 0 |
| 30 Jun 25 | 2,561,480 | 492,730 | 35,440 | 0 |
| 31 Mar 25 | 2,553,240 | 485,530 | 34,560 | 0 |
| 31 Dec 24 | 2,520,820 | 487,630 | 33,530 | 0 |
| 30 Sep 24 | 2,486,920 | 474,410 | 32,670 | 0 |
| 30 Jun 24 | 2,441,250 | 468,740 | 31,700 | 0 |
| 31 Mar 24 | 2,408,930 | 459,080 | 31,000 | 0 |
| 31 Dec 23 | 2,388,180 | 448,660 | -207,190 | 0 |
| 30 Sep 23 | 2,364,640 | 446,540 | 29,200 | 0 |
| 30 Jun 23 | 2,320,810 | 437,430 | 28,030 | 0 |
| 31 Mar 23 | 2,254,580 | 421,470 | 26,550 | 0 |
| 31 Dec 22 | 2,168,870 | 406,810 | 262,460 | 0 |
| 30 Sep 22 | 2,075,430 | 396,040 | 23,930 | 0 |
| 30 Jun 22 | 1,991,010 | 387,970 | 22,330 | 0 |
| 31 Mar 22 | 1,917,540 | 383,270 | 21,390 | 0 |
| 31 Dec 21 | 1,848,680 | 376,470 | 21,430 | 0 |
| 30 Sep 21 | 1,779,980 | 365,790 | 21,020 | 0 |
| 30 Jun 21 | 1,712,660 | 344,300 | 21,100 | 0 |
| 31 Mar 21 | 1,641,770 | 324,300 | 21,310 | 0 |
| 31 Dec 20 | 1,604,180 | 312,330 | 22,230 | 0 |
| 30 Sep 20 | 1,582,570 | 306,500 | 23,520 | 0 |
| 30 Jun 20 | 1,570,990 | 312,170 | 25,560 | 0 |
| 31 Mar 20 | 1,569,490 | 323,400 | 27,020 | 0 |
| 31 Dec 19 | 1,550,130 | 324,170 | 63,100 | 0 |
| 30 Sep 19 | 1,524,970 | 324,040 | -58,340 | 0 |
| 30 Jun 19 | 1,503,740 | 322,630 | 39,040 | 0 |
| 31 Mar 19 | 1,464,630 | 314,720 | 42,620 | 0 |
| 31 Dec 18 | 1,405,280 | 302,500 | -119,720 | 0 |
| 30 Sep 18 | 1,340,940 | 286,760 | 134,860 | 0 |
| 30 Jun 18 | 1,277,810 | 272,210 | 49,790 | 0 |
| 31 Mar 18 | 1,231,040 | 258,260 | 39,380 | 0 |
| 31 Dec 17 | 1,206,710 | 255,300 | 195,950 | 0 |
| 30 Sep 17 | 1,195,020 | 257,770 | 56,200 | 0 |
| 30 Jun 17 | 1,182,450 | 259,170 | 36,850 | 0 |
| 31 Mar 17 | 1,179,660 | 262,890 | 36,850 | 0 |
| 31 Dec 16 | 1,167,730 | 260,210 | 0 | 0 |
| 30 Sep 16 | 1,144,020 | 253,530 | 0 | 0 |
| 30 Jun 16 | 1,122,830 | 248,400 | 0 | 0 |
| 31 Mar 16 | 1,086,460 | 242,700 | 0 | 0 |
| 31 Dec 15 | 1,044,168 | 216,427 | 4,253 | 0 |
| 30 Sep 15 | 1,015,539 | 208,602 | 8,321 | 0 |
| 30 Jun 15 | 981,716 | 200,315 | 2,296 | 0 |
質の高い収益: TCSは 高品質の収益 を持っています。
利益率の向上: TCSの現在の純利益率 (18.4%)は、昨年(19%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: TCSの収益は過去 5 年間で年間7.7%増加しました。
成長の加速: TCSの過去 1 年間の収益成長率 ( 1.4% ) は、5 年間の平均 ( 年間7.7%を下回っています。
収益対業界: TCSの過去 1 年間の収益成長率 ( 1.4% ) IT業界14.9%を上回りませんでした。
株主資本利益率
高いROE: TCSの 自己資本利益率 ( 45.5% ) は 傑出している と考えられます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/08 06:47 |
| 終値 | 2026/06/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Tata Consultancy Services Limited 39 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。66
| アナリスト | 機関 |
|---|---|
| Pulkit Chawla | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |
| Sushovon Nayak | Anand Rathi Shares and Stock Brokers Limited |