AI-Led Growth Drives Strong Q4 Beat

TCS

delivered a strong Q4 FY26 performance with a 29% QoQ jump in net profit to ₹13,718 crore and revenue rising 5.4% to ₹70,698 crore, beating estimates. The company also reported a robust TCV of $12 billion and saw its annualised AI revenue cross $2.3 billion, highlighting accelerating demand for digital and AI-led services. Overall, the results signal improving business momentum and positioning TCS well for sustained growth, though consistency in deal conversion and macro IT spending trends will remain key monitorables.