TCS delivered a clean Q2. Revenue came in at Rs 73,188cr, up 1.3% QoQ and 11.2% YoY. In dollar terms, it was USD 7,642mn, and CC growth was 0.5%/2.8% QoQ/YoY. International markets grew 1.2% QoQ, with all regions up sequentially and the UK leading at 3.5%. Growth also broadened across verticals, with BFSI up 2.5% QoQ and manufacturing and technology up 3.1% each. The soft spots were consumer (down 0.7%), energy (down 0.5%) and India, which fell on a project deferral that management expects to return, so we see no structural issue there....