TCS

🧑‍💼 Workforce Update

📈 Latest Results (Big Update) Q4 FY26 results were strong: Revenue growth ~9–10% YoY Profit growth ~12% YoY Order book remains strong (~$12 billion deals signed). Company also declared dividend, maintaining its consistent payout history. 🤖 AI & Growth Story TCS confirmed: AI is NOT reducing demand, instead increasing opportunities AI revenue rising (approx $2+ billion) Focus areas: Generative AI Cloud transformation Enterprise digital deals 👉 This is a long-term positive trigger 🧑‍💼 Workforce Update Headcount reduced by ~23,000 employees in FY26 Management clarified: Not only due to layoffs, but also lower hiring + optimization Still plans to hire freshers (~40,000 annually) ⚠️ Negative News / Concerns Serious workplace misconduct case (Nashik unit) under investigation Global IT demand remains: Slow / uncertain Clients cautious on spending Stock under pressure due to: AI disruption fears earlier Weak global tech demand