Tata Consultancy Services (TCS), India’s largest IT services company, is set to announce its Q4 FY 2025 results on April 10, 2025.
As the bellwether of the Indian IT sector, TCS’s quarterly earnings are closely watched for insights into industry trends, macroeconomic impacts, and future growth trajectories.
Alongside the financial results, the company is expected to announce its final dividend for FY 2025, adding to the anticipation among investors.
TCS Revenue and Profit Expectations
Analysts predict muted growth for TCS in Q4 FY 2025 due to seasonal factors, fewer billing days, and softening demand.
Revenue is expected to rise modestly by 5% year-on-year to approximately ₹64,840 crore, while net profit is projected to increase by 1.4% to ₹12,554 crore.
In constant currency terms, revenue is likely to decline quarter-on-quarter, primarily due to a reduction in BSNL-related revenues.
The Banking, Financial Services, and Insurance (BFSI) vertical is anticipated to drive growth, while segments such as manufacturing, retail, and healthcare may remain subdued.
Deal wins are anticipated to remain steady, amounting to $10 billion to $11 billion.
However, large deal closures may be restricted due to cautious spending by global enterprises.
Margins are expected to see a slight improvement of 30 basis points quarter-on-quarter, driven by operational efficiency and rupee depreciation.
However, internal cost pressures from talent investments, re-skilling efforts, and employee promotions may offset these gains.
TCS is likely to declare its final dividend for FY 2025 during the board meeting on April 10.
The company has a history of rewarding shareholders generously, with multiple payouts in previous financial years.
Investors are keenly awaiting details on the dividend amount, record date, and payment schedule.
Key Monitorables and Investor Engagement
Analysts will focus on several factors during the earnings announcement:
- Impact of tariffs and macroeconomic uncertainties on business.
- Reasons for underperformance in developed markets and any project cancellations or delays.
- Trends in discretionary spending recovery beyond BFSI.
- Adoption of Generative AI-led automation and its impact on pricing and volumes.
Following the results, TCS management will address a post-earnings press conference at 5:30 PM on April 10.
They will also hold an investor/analyst call later that day at 7:00 PM.
These sessions will provide further insights into the company’s performance and outlook for FY 2026.
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