π’ Company Overview
Tata Consultancy Services (TCS), headquartered in Mumbai, India, is a leading global provider of IT services, consulting, and business solutions. As part of the Tata Group, TCS operates in over 50 countries and serves clients across industries including banking, manufacturing, telecom, and healthcare. With a workforce of over 600,000+ professionals, TCS remains one of the most valuable and trusted tech companies globally.
π Quarterly Highlights β Q4 FY25 (JanβMar 2025)
Hereβs how TCS wrapped up the final quarter of the fiscal year:
- π΅ Revenue: βΉ64,479 Cr β π up 5.3% YoY
- π USD Revenue: $7,465 Mn β β¬οΈ 1.4% YoY
- πΉ Net Profit: βΉ12,224 Cr β slight dip compared to βΉ12,434 Cr last year
- π§Ύ EPS: βΉ33.79 (vs βΉ34.37 last year)
- β Operating Margin: 24.2%
- β Net Margin: 19.0%
- π¦ Order Book: $12.2 Bn in Q4, with $6.8 Bn from North America
π Full-Year FY25 Performance
TCS wrapped up the year with steady gains:
- π¦ Revenue: βΉ2,55,324 Cr β up 6.0% YoY
- π² USD Revenue: $30.18 Bn β up 3.8%
- π’ Net Income: βΉ48,553 Cr β increased from βΉ45,908 Cr
- π EPS (Annual): βΉ134.19 (vs βΉ125.88 in FY24)
- πΈ Free Cash Flow: βΉ46,449 Cr β up 4.9%
- π§Ύ Operating Margin (Annual): 24.3%
πΌ Business Moves & Developments
- π’ Acquisition Alert: TCS acquired TRIL Bengaluru Real Estate Five & Six Ltd for βΉ1,593 Cr.
- π TCV (Total Contract Value):
- FY25 Total: $39.4 Bn
- BFSI: $12.8 Bn
- Consumer Business: $5.3 Bn
π Market & Segment Trends
π Geographic Growth (YoY in Constant Currency):
- β India: π₯ Massive 62.6% growth
- β APAC: 6.8%
- β North America: Declined by 1.8%
π’ Industry-Wise Performance:
- β BFSI (Biggest contributor): βΉ24,257 Cr
- β Life Sciences: Dropped YoY
- β Comms & Media: Notable decline
π₯ Clients & People
- π $100M+ Clients: 64 (up by 2)
- π $10M+ Clients: 493 (up by 6)
- π©βπΌ Total Employees: 607,979
- π Attrition Rate: 13.3% (LTM, IT Services)
- π©βπ» Women in Workforce: 35.2%
π° Dividends & Capital Structure
- π Final Dividend: βΉ30/share
- π΅ Total FY25 Dividend: βΉ126/share (vs βΉ73 last year) β
- π§Ύ No new buybacks in FY25 (last in Dec 2023)
- π Equity Shares Outstanding: ~3.61 billion (no change this quarter)
π Market Sentiment
TCS’s performance was largely aligned with analyst expectations:
- β Revenue growth and client additions praised π
- β Slightly compressed margins drew cautious commentary
- π§Ύ Strong cash generation and dividend payout seen as investor-friendly
Overall, the sentiment is neutral to slightly positive β with optimism around Indian and emerging markets.
π― Final Thoughts
TCS continues to demonstrate resilience, steady execution, and shareholder focus despite global macroeconomic headwinds. The robust dividend, solid client metrics, and strategic acquisitions underline TCSβs commitment to long-term growth.
π Stay tuned for updates on upcoming quarters, deal wins, and tech transformations from the Indian IT giant
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