TCS Q2 results 2025 declared that the net profit increased by 8% on a year-on-year basis to ₹12,904 crores. On the TCS Q2 results date, i.e., on Oct 9, 2025, TCS share price closed with a gain of 1.14% at ₹3,061.70.
In this blog, we’ll deep dive into the Tata Consultancy Services (TCS) Q2 results, including its revenue, geography-wise revenue, dividend declared, and latest acquisition announcement.
TCS Q2 Results 2025: Revenue and Cash Flow
- As per the TCS Q2 earnings release, the company reported a revenue of ₹65,799 crores for the second quarter of FY26, up 2% on a year-on-year basis. International revenue grew modestly by 0.6% QoQ in constant currency.
- The company’s operating margin improved to 25.2%, a 70 basis point increase sequentially.
- Net income for the quarter stood at ₹12,904 crore, up 8.4% compared to last year, with a healthy net margin of 19.6%.
- Cash flow from operations remained robust at 110.1% of net income.
- The Total Contract Value (TCV) for Q2 reached $10 billion, reflecting continued strong client demand despite steep global volatility in the IT sector.
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| Consolidated Metrics (in ₹ Cr) | Q2 FY26 | Q2 FY25 | YoY Change |
|---|---|---|---|
| Revenue | 65,799 | 64,259 | 2% |
| Employee Costs | 38,606 | 36,654 | 5% |
| Net Profit | 12,904 | 11,909 | 8% |
| Earnings per Share (₹) | 35.67 | 32.92 | 8% |
TCS Q2 Results 2025: Revenue By Segment
- In the TCS Q2 results FY26, BFSI continues to lead with a share of 32.2% in revenue. It also witnessed a growth of 1% share in the CC terms in this quarter.
- The consumer business segment, the second-best contributor, witnessed its share of revenue falling by 2.9% YoY in constant currency terms.
- Life Sciences & Healthcare, Manufacturing, and Communication & Media all saw a fall in their revenue share in the second quarter of FY2025-26.
- However, one such outlier is the Technology & Services, which saw the maximum gain in CC terms of 2.8%.
- On a QoQ basis, there was a broad-based growth across verticals, led by continued momentum in BFSI, Technology & Services, Life Sciences and Healthcare, and manufacturing.
| Industry | Q2 FY26 (%) | Q2 FY25 (%) | YoY CC Growth (%) |
|---|---|---|---|
| BFSI | 32.2 | 30.8 | 1 |
| Consumer Business | 15.3 | 15.2 | -2.9 |
| Life Sciences & Healthcare | 10.5 | 10.3 | -2.2 |
| Manufacturing | 8.8 | 8.6 | -1.1 |
| Technology & Services | 8.5 | 8 | 2.8 |
| Communication & Media | 5.9 | 5.9 | -5.1 |
| Energy, Resources, and Utilities | 5.9 | 5.7 | 0.2 |
- North America holds the largest share in revenue of 48.8% in the second quarter of FY26, with a 0.1% YoY drop and 0.8% in QoQ growth in CC terms.
- According to the TCS Q2 results FY26, the Asia Pacific region’s revenue share increased by 2% YoY in CC terms.
- From India, the company got a revenue share of 5.8%, with a 33.3% YoY drop but 4% growth sequentially.
TCS Q2 Results 2025: Interim Dividend
In the TCS Q2 results FY26 press release, the company announced an interim dividend of ₹11 per share on the face value of ₹1 each.
The record date to decide the eligibility of shareholders is set at October 15, 2025 (Wednesday), while the dividend will be paid on November 4, 2025 (Tuesday).
TCS Q2 Results FY26: Acquired ListEngage
Tata Consultancy Services (TCS) has acquired a 100% stake in ListEngage. It is a comprehensive Salesforce partner, offering expertise in Marketing Cloud, CRM, Data Cloud, Agentforce, and AI advisory services for enterprises.
This acquisition enhances TCS’s Salesforce capabilities, bringing in specialized skills across the entire Salesforce marketing ecosystem. As part of the deal, TCS will add more than 100 seasoned professionals with over 400 Salesforce certifications to its Enterprise Solutions unit in the United States.
In its Q2 results, the company highlighted key strategic investments, including a new AI-focused initiative to build a world-class 1 GW capacity AI data center in India.
Alongside this, TCS will continue to nurture an AI-first culture and talent pool, led by hosting the world’s largest “Ideate and Build with AI” hackathon, which engaged 2,75,000 employees.
TCS Q2 Results 2025: Management Commentary
K Krithivasan, Chief Executive Officer and Managing Director of Tata Consultancy Services Limited, said, “I am pleased with our strong Q2 performance. I would like to thank all our employees for their dedication and excellence. We are on a journey to become the world’s largest AI-led technology services company. Our journey is anchored in bold transformation across talent, infrastructure, ecosystem partnerships and customer value. The investments including the building of a world-class AI infrastructure business demonstrate our commitment to this transformation.”
Conclusion
On the day of Ratan Tata’s death anniversary, the Tata Group leading IT services company, declared its second quarter results for FY26. It is actively working toward becoming the world’s largest AI-led technology services company.
In this quarter, the company delivered broad-based growth with disciplined execution, but uncertainty around its workforce management and the Tata Group internal leadership fiasco can add to the short-term uncertainty.
So, open a free Demat Account today with SMC Global Securities to invest in India’s growth story and keep tracking the quarterly results.
Author: All Content is verified by SMC Global Securities.
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