Tata Consultancy Services reported consolidated revenue of Rs 73,188 crore for July-September 2026, up 11.2% from Rs 65,799 crore a year earlier, and net profit of Rs 13,934 crore, up 14.9% from Rs 12,131 crore. The board declared a second interim dividend of Rs 12 a share, with a record date of 14 October and payment on 30 October.
Why it matters for listed companies
TCS is the first large IT services company to report each quarter, so its numbers set the reference point for Infosys (23 October), Wipro, HCLTech and mid-tier firms. A weaker rupee lifts rupee-reported revenue for exporters. Nifty IT rose 11.7% in the week to 16 October as the sector reported.
These figures are measured, not attributed. Prices and rates move for many reasons at once; they show
what happened after this story, not that the story caused it. Nothing here is a recommendation to buy, sell or hold.
ASML is the sole supplier of EUV lithography machines, so its orders track how much chipmakers such as TSMC, Samsung and Intel are spending on new capacity for AI processors and memory. Its results matter to European…
Every inference workload Microsoft moves onto its own chips is spending that would otherwise go to Nvidia and AMD GPUs; Evercore ISI estimates Maia at about 10% of Microsoft's AI chip spending by early 2027. TSMC earns…
Deal bookings show how much contracted work clients have signed, much of it now tied to AI and automation programmes. Bookings at HCLTech feed revenue over the next several quarters and give a read on enterprise…
The finance angle is the contracted revenue: about $36 billion over the initial terms of the leases, paid by the AI cloud companies and hyperscalers that rent the capacity. That backlog is many times current revenue…