External broker reports(aggregated public sources), HDFC Securities

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External broker reports(aggregated public sources)

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>We attended TCS’s Analyst Day, which underscored the company’s aspiration to become the world’s largest AI-led technology services company</li><li>The transformation is anchored in a five-pillar strategy focused on embedding AI across internal operations, redefining service offerings through a "Human + AI" model, future-proofing talent, delivering tangible client value, and building a robust AI ecosystem via partnerships and targeted M&amp;A</li><li>This ambition is driven by its Infrastructure-to-Intelligence approach</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We attended TCS’s Analyst Day, which underscored the company’s aspiration to become the world’s largest AI-led technology services companyThe transformation is anchored in a five-pillar strategy focused on embedding AI across internal operations, redefining service offerings through a "Human + AI" model, future-proofing talent, delivering tangible client value, and building a robust AI ecosystem via partnerships and targeted M&amp;AThis ambition is driven by its Infrastructure-to-Intelligence approachContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Tata Consultancy Services: AI-Led Growth Strategy. Maintain ADD

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>TCS’s management hosted an investor and analyst day where the CEO &amp; Managing Director, Mr K Krithivasan, and his management team presented business progress and medium to long-term priorities.</li><li>The company highlighted its aim to become the world's largest AI-led Technology Services company.</li><li>The management views the transition from a digital to an AI enterprise as a huge opportunity for growth. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

TCS’s management hosted an investor and analyst day where the CEO &amp; Managing Director, Mr K Krithivasan, and his management team presented business progress and medium to long-term priorities.The company highlighted its aim to become the world's largest AI-led Technology Services company.The management views the transition from a digital to an AI enterprise as a huge opportunity for growth. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Company Update: Tata Consultancy Services Ltd - 18th December, 2025

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>TCS achieved $1.5 billion in annualised AI revenue with 16.3% QoQ growth, significantly outperforming traditional service segments and signaling a successful transition to AI-led growth.</li>
<li>The company implemented a five-level "Human + AI" service autonomy model, progressing from simple tools to self-learning "Agentic Enterprises" to modernize global service delivery.</li>
<li>TCS launched HyperVault for gigawatt-scale AI data centers and reskilled 580,000+ employees, positioning itself as a full-stack orchestrator in the global AI ecosystem.</li>
</ul>


TCS achieved $1.5 billion in annualised AI revenue with 16.3% QoQ growth, significantly outperforming traditional service segments and signaling a successful transition to AI-led growth.
The company implemented a five-level "Human + AI" service autonomy model, progressing from simple tools to self-learning "Agentic Enterprises" to modernize global service delivery.
TCS launched HyperVault for gigawatt-scale AI data centers and reskilled 580,000+ employees, positioning itself as a full-stack orchestrator in the global AI ecosystem.


TCS Analyst Day Takeaway: The AI Transformation

<ul><li>TCS is a global leader in IT services, consulting, and digital transformation.</li><li>The services offered by the company include IT solutions and services, infrastructure services, global consulting, engineering and industrial services, and IT-enabled services.</li><li>It has a widespread geographical presence, including the US, continental Europe, the UK, India, Asia Pacific and the Middle East</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

TCS is a global leader in IT services, consulting, and digital transformation.The services offered by the company include IT solutions and services, infrastructure services, global consulting, engineering and industrial services, and IT-enabled services.It has a widespread geographical presence, including the US, continental Europe, the UK, India, Asia Pacific and the Middle EastContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week: Tata Consultancy Services Ltd - 06th December, 2025

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Tata Consultancy Services has announced a bold USD 6–7 billion investment to build a 1 GW sovereign AI data center network across India, its most capital-intensive project to date.</li>
<li>This move shifts TCS from labor-based IT services to AI-driven infrastructure, aligning it with global compute leaders and advancing India’s AI and data-sovereignty goals.</li>
<li>TCS’s initiative could reshape India’s digital backbone, driving investment across allied sectors and marking a long-term re-rating opportunity for Indian tech toward infrastructure-led growth.</li>
</ul>


Tata Consultancy Services has announced a bold USD 6–7 billion investment to build a 1 GW sovereign AI data center network across India, its most capital-intensive project to date.
This move shifts TCS from labor-based IT services to AI-driven infrastructure, aligning it with global compute leaders and advancing India’s AI and data-sovereignty goals.
TCS’s initiative could reshape India’s digital backbone, driving investment across allied sectors and marking a long-term re-rating opportunity for Indian tech toward infrastructure-led growth.


TCS’s $7 Billion Bet: Building India’s AI Backbone

India

Tata Consultancy Services, a division of Tata Sons Limited, is a global IT services organization that provides a comprehensive range of IT services to its clients in diverse industries. The Company, caters to finance and banking, insurance, telecommunication, transportation, retail, manufacturing, pharmaceutical, and utility industries.

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Tata Consultancy Services: AI-Led Growth Strategy. Maintain ADD

We attended TCS’s Analyst Day, which underscored the company’s aspiration to become the world’s largest AI-led technology services company

HDFC Securities

Company Update: Tata Consultancy Services Ltd - 18th December, 2025

TCS’s management hosted an investor and analyst day where the CEO & Managing Director, Mr K Krithivasan, and his management team presented business...

Axis Direct

TCS Analyst Day Takeaway: The AI Transformation

TCS achieves $1.5 billion in AI revenue, implements "Human + AI" model, launches HyperVault for AI data centers, and reskills 580,000+ employees,...

Nimish Maheshwari

Pick of the Week: Tata Consultancy Services Ltd - 06th December, 2025

The services offered by the company include IT solutions and services, infrastructure services, global consulting, engineering and industrial...

Axis Direct

TCS’s $7 Billion Bet: Building India’s AI Backbone

Tata Consultancy Services to invest $6-7 billion in building a 1 GW AI data center network in India, shifting focus to AI-driven infrastructure...

Sudarshan Bhandari

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tata Consultancy Services: AI-Led Growth Strategy. Maintain ADD

We attended TCS’s Analyst Day, which underscored the company’s aspiration to become the world’s largest AI-led technology services company

HDFC Securities

Company Update: Tata Consultancy Services Ltd - 18th December, 2025

TCS’s management hosted an investor and analyst day where the CEO & Managing Director, Mr K Krithivasan, and his management team presented business...

Axis Direct

TCS Analyst Day Takeaway: The AI Transformation

​TCS achieves $1.5 billion in AI revenue, implements "Human + AI" model, launches HyperVault for AI data centers, and reskills 580,000+ employees,...

Nimish Maheshwari

Pick of the Week: Tata Consultancy Services Ltd - 06th December, 2025

The services offered by the company include IT solutions and services, infrastructure services, global consulting, engineering and industrial...

Axis Direct

TCS’s $7 Billion Bet: Building India’s AI Backbone

​Tata Consultancy Services to invest $6-7 billion in building a 1 GW AI data center network in India, shifting focus to AI-driven infrastructure...

Sudarshan Bhandari

TCS achieves $1.5 billion in AI revenue, implements "Human + AI" model, launches HyperVault for AI data centers, and reskills 580,000+ employees,...

Tata Consultancy Services to invest $6-7 billion in building a 1 GW AI data center network in India, shifting focus to AI-driven infrastructure...