Mumbai: Desh ki sabse badi IT services company Tata Consultancy Services (TCS) ne September timahi ke nateeje ghoshit kar diye hain. Company ka shuddh munafa saal-dar-saal 15 pratishat badhkar 13,884 crore rupaye ho gaya hai, jabki rajaswa 11.2 pratishat badhkar 73,188 crore rupaye par pahunch gaya hai. Nateshon ke saath company ne prati share 12 rupaye ka doosra antarim labhansh bhi ghoshit kiya hai.
8 October ko ghoshit Q2 FY27 ke nateejon ke anusaar, munafa pichhli timahi ke 13,349 crore se 4 pratishat zyada raha. Rajaswa timahi-dar-timahi 1.3 pratishat badha. Ye aankde CNBC-TV18 ke poll anumaan (13,673 crore munafa) se behtar rahe. Operating margin 24 pratishat aur net margin 19 pratishat par sthir raha.
AI se 3.1 billion dollar ka karobar
Darasal, is timahi ki sabse badi khabar AI se judi hai. TCS ka varshik AI rajaswa badhkar 3.1 billion dollar ho gaya hai — jo company ke kul rajaswa ke 10 pratishat se zyada hai. Pichhli timahi me ye aankda 2.6 billion dollar tha. Executive Director aur COO Aarthi Subramanian ne kaha ki AI-native solutions aur enterprise systems ke AI-led transformation ki maang lagatar tez ho rahi hai, aur cybersecurity grahakon ki prathamikta bani hui hai.
Company ne is timahi me kul 9.6 billion dollar ke saude (total contract value) haasil kiye, jo pichhli timahi ke 9.5 billion se thoda zyada hai. BFSI segment me 2.5 pratishat, jabki Manufacturing aur Technology & Services me 3.1-3.1 pratishat ki vriddhi darj hui.
Porsche aur Best Buy ke saath bade saude
Bataya ja raha hai ki is timahi me TCS ne do khaas saudaon ka elaan kiya hai. Porsche AG ke saath paanch saal ki ranneetik saajhedaari hui hai, jiske tahat AI Mobility Centre of Excellence sthapit hoga aur TCS, Porsche ki Germany sthit subsidiary MHP ka adhigrahan karegi. Doosra bada sauda Best Buy ke Global Capability Center ko TCS me shift karke use AI Capability Center me badalne ka hai.
CEO aur MD K Krithivasan ne kaha, “Hum sabhi antarrashtriya bazaron aur adhikansh industry segments me vyaapak vriddhi se khush hain. Porsche aur Best Buy ke saath hue ye do anoothe saude transformation partnerships ki nayi shreni ka pratinidhitva karte hain.”
Karmchari aur labhansh
Gaurtalab hai ki is timahi me company ne 4,258 naye karmchari jode, jisse kul workforce 5,98,056 ho gayi hai. IT services me attrition 13.3 pratishat raha. Labhansh ki record date 14 October aur bhugtaan ki tareekh 30 October nirdharit ki gayi hai.
Vishleshakon ka kehna hai ki AI par zor aur majboot deal pipeline TCS ko aane wali timahiyon me bhi majbooti de sakti hai, halanki vaishvik aarthik anishchitata ab bhi ek chunauti bani hui hai.
Bataya ja raha hai ki October ka ye mahina Bhartiya IT industry ke liye nateeje ka season hota hai, aur TCS ke aankde poore sector ka mood tay karte hain. Pichle kuch timahiyon se AI-led deals me tezi dekhne ko mil rahi hai, aur badi IT companies apne AI portfolio ko tezi se badha rahi hain. TCS ka 3.1 billion dollar ka AI rajaswa is baat ka sanket hai ki grahak ab prayog ke daur se aage badhkar vaastavik tainati ki taraf badh rahe hain.
Niveshakon ki nazar ab deal wins aur margin par tiki hai. Vishleshakon ka kehna hai ki vaishvik grahak kharch me savdhani ke bawjood, AI transformation aur cybersecurity jaise kshetron me maang majboot bani hui hai — aur TCS jaisi badi companies iska sabse zyada fayda utha rahi hain.
