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13 Jul 2025 |
TCS
|
Consensus Share Price Target
|
3266.00 |
3746.54 |
- |
14.71 |
buy
|
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11 Jul 2025
|
TCS
|
Deven Choksey
|
3266.00
|
4067.00
|
3382.00
(-3.43%)
|
24.53 |
Buy
|
|
|
We have revised our FY26E/FY27E EPS estimate by -1.7%/-3.6% respectively, led by lower revenue conversion on the back of reduced demand. We value TCS at 25.0x Jun’27 EPS (~10-year avg NTM P/E), implying a target price of INR 4,067.
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23 Apr 2025
|
TCS
|
Geojit BNP Paribas
|
3266.00
|
3671.00
|
3413.00
(-4.31%)
|
12.40 |
Buy
|
|
|
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|
11 Apr 2025
|
TCS
|
Prabhudas Lilladhar
|
3266.00
|
4160.00
|
3231.50
(1.07%)
|
27.37 |
Buy
|
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|
Deal wins remain strong, above USD 10 bn for 2nd successive quarter The revenue growth in Q4 was disappointing, missing our estimates by 90bps QoQ, largely attributed to the ramp down in BSNL deal. Otherwise, the international business grew 0.6% QoQ, curtesy BFSI (+1.3% QoQ) and other key geographies that sequentially turned positive after a weak growth reported in Q3. The deal TCV at USD12.2bn (+20% QoQ), was impressive with no major change in the mix or nature of the deals. The management was confident of deriving growth in the international market on the back of strong bookings in...
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11 Apr 2025
|
TCS
|
Motilal Oswal
|
3266.00
|
3850.00
|
3246.60
(0.60%)
|
17.88 |
Buy
|
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|
TCS reported revenue of USD7.5b in 4QFY25, down 1.0% QoQ in USD terms vs. our estimated decline of 0.8%. FY25 revenue stood at USD30.2b, up 4.2% YoY in CC.
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11 Apr 2025
|
TCS
|
BOB Capital Markets Ltd.
|
3266.00
|
3072.00
|
3231.50
(1.07%)
|
-5.94 |
Hold
|
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|
Weak start for FY26 likely. Salary hike postponed due to uncertainty in the demand environment
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11 Apr 2025
|
TCS
|
IDBI Capital
|
3266.00
|
3733.00
|
3231.50
(1.07%)
|
14.30 |
Buy
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|
10 Apr 2025
|
TCS
|
Sharekhan
|
3266.00
|
4050.00
|
3246.60
(0.60%)
|
24.00 |
Buy
|
|
|
TCS Q4FY25 reported revneue stood at $7,465 million, down 1% q-o-q/up 1.4% y-o-y, missing our estimate of $7,501 million. Revenue growth in constant currency (CC) terms stood at 2.5% y-o-y. Revenue in rupee terms stood at Rs. 64,479 crore, up 0.8% q-o-q/5.3% y-o-y.
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17 Jan 2025
|
TCS
|
Geojit BNP Paribas
|
3266.00
|
4683.00
|
4124.30
(-20.81%)
|
43.39 |
Buy
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|
10 Jan 2025
|
TCS
|
BOB Capital Markets Ltd.
|
3266.00
|
4027.00
|
4265.65
(-23.43%)
|
Target met |
Hold
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|
3QFY25 broadly in line. International growth weaker than expected. 4Q TCV must be a bumper one for FY25 to match FY24
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10 Jan 2025
|
TCS
|
IDBI Capital
|
3266.00
|
4389.00
|
4265.65
(-23.43%)
|
34.38 |
Hold
|
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|
10 Jan 2025
|
TCS
|
Prabhudas Lilladhar
|
3266.00
|
4810.00
|
4265.65
(-23.43%)
|
47.27 |
Buy
|
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09 Jan 2025
|
TCS
|
Sharekhan
|
3266.00
|
5230.00
|
4038.85
(-19.14%)
|
60.13 |
Buy
|
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|
Reported revenue growth stood at $7,539 million, down 1.7% q-o-q/up 3.5% y-o-y missing our estimates of $7,591 million. Revenue growth in constant currency (CC) terms stood at 4.5% y-o-y. Revenue in rupee terms stood at Rs. 63,973 crore, down 0.4% q-o-q/up 5.6% y-o-y. Seasonality and softness in discretionary demand led to the decline in revenues
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09 Jan 2025
|
TCS
|
Motilal Oswal
|
3266.00
|
5000.00
|
4038.85
(-19.14%)
|
53.09 |
Buy
|
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|
TCS reported revenue of USD7.5b in 3QFY25, down 1.7% QoQ in USD terms vs. our estimated decline of 0.3%. Growth was driven by India (up 8.2% QoQ/66.3% YoY) and MEA (up 7.7% QoQ), while North America was down 1.5% QoQ.
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16 Oct 2024
|
TCS
|
Geojit BNP Paribas
|
3266.00
|
4634.00
|
4094.95
(-20.24%)
|
41.89 |
Buy
|
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14 Oct 2024
|
TCS
|
Anand Rathi
|
3266.00
|
4432.00
|
4136.65
(-21.05%)
|
Target met |
Hold
|
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|
Tata Consultancy Services Limited (TCS) recorded revenue of Rs. 64,259 Crore, a growth of 7.6% YoY. The company recorded constant currency revenue growth of 5.5% in Q2 FY25.
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11 Oct 2024
|
TCS
|
Axis Direct
|
3266.00
|
4590.00
|
4149.20
(-21.29%)
|
40.54 |
Hold
|
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|
With a strong deal pipeline and increasing demand for newer technologies, we believe TCS will demonstrate quicker recovery in H2FY25. Thus, we maintain our HOLD rating on the stock.
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11 Oct 2024
|
TCS
|
Prabhudas Lilladhar
|
3266.00
|
4920.00
|
4149.20
(-21.29%)
|
50.64 |
Buy
|
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11 Oct 2024
|
TCS
|
IDBI Capital
|
3266.00
|
4228.00
|
4149.20
(-21.29%)
|
Target met |
Hold
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11 Oct 2024
|
TCS
|
Emkay
|
3266.00
|
4500.00
|
4149.20
(-21.29%)
|
Target met |
Sell
|
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TCS’s operating performance missed expectations in Q2. Revenue grew 2.2% QoQ (1.1% CC) to USD7.67bn, in line with expectation.
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11 Oct 2024
|
TCS
|
BOB Capital Markets Ltd.
|
3266.00
|
|
4149.20
(-21.29%)
|
|
Not Rated
|
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1.1% CC QoQ revenue growth was in line. Margin pain of BSNL order, not visible thus far, showed up
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