Tata Consultancy Services (TCS) 주식 개요
타타 컨설팅 서비스는 미주, 유럽, 인도 및 전 세계에서 정보 기술(IT) 및 IT 지원 서비스를 제공합니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 TCS에 대한 위험이 감지되지 않았습니다.
TCS Community Fair Values
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Analyst Price Targets
Tata Consultancy Services Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ₹2,313.20 |
| 52주 최고가 | ₹3,350.00 |
| 52주 최저가 | ₹1,976.80 |
| 베타 | 0.16 |
| 1개월 변동 | 1.95% |
| 3개월 변동 | -0.60% |
| 1년 변동 | -23.18% |
| 3년 변동 | -32.00% |
| 5년 변동 | -36.41% |
| IPO 이후 변동 | 1,773.13% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.
새로운 내러티브 • 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.주주 수익률
| TCS | IN IT | IN 시장 | |
|---|---|---|---|
| 7D | -4.6% | -1.0% | -0.4% |
| 1Y | -23.2% | -14.8% | 4.6% |
수익률 대 산업: TCS은 지난 1년 동안 -14.8%의 수익을 기록한 Indian IT 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: TCS은 지난 1년 동안 4.6%를 기록한 Indian 시장보다 저조한 성과를 냈습니다.
주가 변동성
| TCS volatility | |
|---|---|
| TCS Average Weekly Movement | 5.3% |
| IT Industry Average Movement | 6.5% |
| Market Average Movement | 5.9% |
| 10% most volatile stocks in IN Market | 9.0% |
| 10% least volatile stocks in IN Market | 3.6% |
안정적인 주가: TCS는 지난 3개월 동안 Indian 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TCS의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1968 | 584,519 | K. Krithivasan | www.tcs.com |
타타 컨설팅 서비스는 미주, 유럽, 인도 및 국제적으로 정보 기술(IT) 및 IT 지원 서비스를 제공합니다. 은행, 금융 서비스 및 보험, 제조, 소비자 비즈니스, 통신, 미디어 및 기술, 생명 과학 및 헬스케어, 기타 부문으로 사업을 운영하고 있습니다. 이 회사는 임상 연구 및 신약 개발을 위한 기술 플랫폼 제품군인 TCS ADD, 금융 서비스 플랫폼인 TCS BaNCS, 금융 기관 및 보험 회사를 지원하는 클라우드 네이티브 서비스형 TCS BFSI 플랫폼, 클라우드 기반 인력 관리 솔루션인 TCS CHROMA, 고객 정보 및 인사이트 솔루션, 호스팅 ERP 애플리케이션 및 서비스 플랫폼인 TCS ERP 온 클라우드, 제품 및 프로세스 개인화를 위한 카탈로그 중심 클라우드 네이티브 플랫폼인 TCS HOBS, 자율 기업 소프트웨어인 무시오 등을 제공하고 있습니다.
Tata Consultancy Services Limited 기초 지표 요약
| TCS 기초 통계 | |
|---|---|
| 시가총액 | ₹8.54t |
| 순이익 (TTM) | ₹497.99b |
| 매출 (TTM) | ₹2.76t |
16.8x
주가수익비율(P/E)3.0x
주가매출비율(P/S)TCS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TCS 손익계산서 (TTM) | |
|---|---|
| 매출 | ₹2.76t |
| 매출원가 | ₹1.64t |
| 총이익 | ₹1.11t |
| 기타 비용 | ₹616.17b |
| 순이익 | ₹497.99b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 137.64 |
| 총이익률 | 40.39% |
| 순이익률 | 18.05% |
| 부채/자본 비율 | 0% |
TCS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
4.8%
현재 배당 수익률47%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/17 14:00 |
| 종가 | 2026/08/17 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Tata Consultancy Services Limited는 66명의 분석가가 다루고 있습니다. 이 중 42명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | 360 ONE Capital Market Private Limited |
| Pulkit Chawla | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |