Tata Consultancy Services Limited

NSEI:TCS Stok Raporu

Piyasa değeri: ₹8.4t

Tata Consultancy Services Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 3/6

Tata Consultancy Services yıllık ortalama 7.7% oranında kazançlarını artırırken, IT sektöründe kazançlar growing at 23.5% annual. Gelirler growing yılda ortalama 9% oranında artmaktadır. Tata Consultancy Services'in özkaynak karlılığı 45.5% ve net marjı 18.4%'dir.

Anahtar bilgiler

7.71%

Kazanç büyüme oranı

8.34%

EPS büyüme oranı

IT Sektör Büyümesi24.33%
Gelir büyüme oranı9.00%
Özkaynak getirisi45.54%
Net Marj18.43%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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.

Gelir ve Gider Dağılımı

Tata Consultancy Services nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NSEI:TCS Gelir, gider ve kazançlar (INR Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 262,670,210492,10036,8700
31 Dec 252,608,020477,16036,3200
30 Sep 252,576,880494,39035,6400
30 Jun 252,561,480492,73035,4400
31 Mar 252,553,240485,53034,5600
31 Dec 242,520,820487,63033,5300
30 Sep 242,486,920474,41032,6700
30 Jun 242,441,250468,74031,7000
31 Mar 242,408,930459,08031,0000
31 Dec 232,388,180448,660-207,1900
30 Sep 232,364,640446,54029,2000
30 Jun 232,320,810437,43028,0300
31 Mar 232,254,580421,47026,5500
31 Dec 222,168,870406,810262,4600
30 Sep 222,075,430396,04023,9300
30 Jun 221,991,010387,97022,3300
31 Mar 221,917,540383,27021,3900
31 Dec 211,848,680376,47021,4300
30 Sep 211,779,980365,79021,0200
30 Jun 211,712,660344,30021,1000
31 Mar 211,641,770324,30021,3100
31 Dec 201,604,180312,33022,2300
30 Sep 201,582,570306,50023,5200
30 Jun 201,570,990312,17025,5600
31 Mar 201,569,490323,40027,0200
31 Dec 191,550,130324,17063,1000
30 Sep 191,524,970324,040-58,3400
30 Jun 191,503,740322,63039,0400
31 Mar 191,464,630314,72042,6200
31 Dec 181,405,280302,500-119,7200
30 Sep 181,340,940286,760134,8600
30 Jun 181,277,810272,21049,7900
31 Mar 181,231,040258,26039,3800
31 Dec 171,206,710255,300195,9500
30 Sep 171,195,020257,77056,2000
30 Jun 171,182,450259,17036,8500
31 Mar 171,179,660262,89036,8500
31 Dec 161,167,730260,21000
30 Sep 161,144,020253,53000
30 Jun 161,122,830248,40000
31 Mar 161,086,460242,70000
31 Dec 151,044,168216,4274,2530
30 Sep 151,015,539208,6028,3210
30 Jun 15981,716200,3152,2960

Kaliteli Kazançlar: TCS yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: TCS 'nin mevcut net kar marjları (18.4%) geçen yılın (19%) değerinden daha düşüktür.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: TCS şirketinin kazancı son 5 yılda yılda 7.7% oranında arttı.

Büyüme Hızlandırma: TCS 'un son bir yıldaki kazanç büyümesi ( 1.4% ) 5 yıllık ortalamasının ( 7.7% /yıl) altındadır.

Kazançlar vs. Sektör: TCS geçen yılki kazanç büyümesi ( 1.4% ) IT sektörünün 14.8% performansını geride bırakmadı.


Özkaynak Getirisi

Yüksek ROE: TCS 'nin Özsermaye Getirisi ( 45.5% ) ödenmemiş olarak değerlendirilmektedir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 12:52
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tata Consultancy Services Limited 65 Bu analistlerden 38, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Pulkit Chawla360 ONE Capital Market Private Limited
Ashwin MehtaAmbit Capital
Sushovon NayakAnand Rathi Shares and Stock Brokers Limited