Tata Consultancy Services Limited

NSEI:TCS 주식 리포트

시가총액: ₹8.3t

Tata Consultancy Services 향후 성장

Future 기준 점검 2/6

Tata Consultancy Services (는) 각각 연간 7.7% 및 5.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 49.3% 로 예상됩니다.

핵심 정보

7.7%

이익 성장률

7.70%

EPS 성장률

IT 이익 성장8.6%
매출 성장률5.5%
향후 자기자본이익률49.35%
애널리스트 커버리지

Good

마지막 업데이트15 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...

Recent updates

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.
분석 기사 • 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...
분석 기사 • 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...
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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.

이익 및 매출 성장 예측

NSEI:TCS - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20293,204,774641,058596,555664,21318
3/31/20283,048,891597,133570,569627,48639
3/31/20272,896,307564,160525,424582,14039
3/31/20262,670,210492,100475,030520,940N/A
12/31/20252,608,020477,160472,250527,270N/A
9/30/20252,576,880494,390459,690518,530N/A
6/30/20252,561,480492,730455,240504,100N/A
3/31/20252,553,240485,530439,840489,080N/A
12/31/20242,520,820487,630431,410463,800N/A
9/30/20242,486,920474,410409,160443,360N/A
6/30/20242,441,250468,740410,510441,850N/A
3/31/20242,408,930459,080417,010443,380N/A
12/31/20232,388,180448,660393,590416,710N/A
9/30/20232,364,640446,540411,700435,080N/A
6/30/20232,320,810437,430397,630422,680N/A
3/31/20232,254,580421,470390,780419,650N/A
12/31/20222,168,870406,810400,010431,180N/A
9/30/20222,075,430396,040380,200410,970N/A
6/30/20221,991,010387,970372,520404,310N/A
3/31/20221,917,540383,270369,690399,490N/A
12/31/20211,848,680376,470349,090381,600N/A
9/30/20211,779,980365,790362,120392,800N/A
6/30/20211,712,660344,300369,690399,650N/A
3/31/20211,641,770324,300357,270388,020N/A
12/31/20201,604,180312,330357,690385,460N/A
9/30/20201,582,570306,500327,820355,920N/A
6/30/20201,570,990312,170306,610335,900N/A
3/31/20201,569,490323,400296,390323,690N/A
12/31/20191,550,130324,170N/A314,470N/A
9/30/20191,524,970324,040N/A292,250N/A
6/30/20191,503,740322,630N/A293,820N/A
3/31/20191,464,630314,720N/A285,930N/A
12/31/20181,405,280302,500N/A263,810N/A
9/30/20181,340,940286,760N/A297,180N/A
6/30/20181,277,810272,210N/A262,230N/A
3/31/20181,231,040258,260N/A250,670N/A
12/31/20171,206,710255,300N/A267,010N/A
9/30/20171,195,020257,770N/A247,530N/A
6/30/20171,182,450259,170N/A250,390N/A
3/31/20171,179,660262,890N/A252,230N/A
12/31/20161,167,730260,210N/A231,990N/A
9/30/20161,144,020253,530N/A215,710N/A
6/30/20161,122,830248,400N/A218,470N/A
3/31/20161,086,460242,700N/A191,090N/A
12/31/20151,044,168216,427N/A190,691N/A
9/30/20151,015,539208,602N/A182,242N/A
6/30/2015981,716200,315N/A177,570N/A

애널리스트 향후 성장 전망

수입 대 저축률: TCS 의 연간 예상 수익 증가율(7.7%)이 saving rate(6.9%)보다 높습니다.

수익 vs 시장: TCS 의 연간 수익(7.7%)이 Indian 시장(16.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: TCS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: TCS 의 수익(연간 5.5%)이 Indian 시장(연간 10.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: TCS 의 수익(연간 5.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TCS의 자본 수익률은 3년 후 49.3%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/18 21:01
종가2026/05/18 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

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분석가 소스

Tata Consultancy Services Limited는 65명의 분석가가 다루고 있습니다. 이 중 39명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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