TCS IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Mumbai | REV SHARE | 2,48,864 | 2,48,864–2,48,864 | 93.2% | R&D | FY26 | DISC | 90% |
| “Expenditure incurred in the R&D centres and innovation centres of the Company during FY 2026 and FY 2025 is given below: (H crore) Expenditure on R&D and innov…” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “TCS website • Understand community needs • Plan and implement CSR projects • Share and contribute to thought leadership • Work in partnership to serve underser…” AR · +1 DOC | ||||||||
| Australia | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “He has been awarded several honorary doctorates by leading Universities in India and internationally, including an honorary Doctor of Letters from Macquarie Un…” AR DOC | ||||||||
| TEJASNETTejas Networks Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Material related party balances are as follows: (` crore) As at March 31, 2025 As at March 31, 2024 Trade receivables and contract assets Jaguar Land Rover Lim…” AR · +2 DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “With the GenAI Office in place, Lloyds Banking Group is well positioned to realise enterprise-wide value from AI: • Enhanced customer experiences • Increased e…” AR DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(Not applicable to the Company during the audit period) (f) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regul…” AR · +1 DOC | ||||||||
| Authority. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The said requirement does not apply to shares in respect of which there is a specific order of Court, Tribunal or Statutory Authority, restraining any transfer…” AR · +1 DOC | ||||||||
| United States | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “• Geographic concentration of credit risk Geographic concentration of trade receivables (gross and net of allowances) and contract assets is as follows: As at …” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “Statutory ReportsCorporate Overview Financial Statements Consolidated Financial Statements237Notes forming part of consolidated financial statements (H crore) …” AR DOC | ||||||||
| Others | CONTRACT | CT 226 | — | — | SG&A | FY26 | EST | 70% |
| “(i) Other financial liabilities Other financial liabilities consist of the following: Other financial liabilities – Non-current (H crore) As at March 31, 2026 …” AR DOC | ||||||||
| Others | CONTRACT | CT 670 | — | — | — | FY26 | EST | 70% |
| “Other liabilities consist of the following: Other liabilities – Current (` crore) As at March 31, 2025 As at March 31, 2024 Advance received from customers 1,8…” AR · +2 DOC | ||||||||
| TATACAPTata Capital Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Material related party balances are as follows: (` crore) As at March 31, 2025 As at March 31, 2024 Trade receivables and contract assets Jaguar Land Rover Lim…” AR · +1 DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “By order of the Board of Directors Yashaswin Sheth Company Secretary Membership No. ACS 15388 Mumbai, May 7, 2025” AR · +1 DOC | ||||||||
| Others | CONTRACT | CT 1 | — | — | R&D | FY25 | EST | 70% |
| “Other assets consist of the following: Other assets – Non-current (` crore) As at March 31, 2025 As at March 31, 2024 Considered good Capital advances 180 88 A…” AR DOC | ||||||||
| Porsche | UNSTATED | — | — | — | — | 2026-10 | EST | 70% |
| “Our partnership with Porsche and the proposed acquisition of MHP, which is subject to regulatory approvals, strengthen our position in AI powered mobility and …” CONCALL p.4 · 31-OCT-26 DOC | ||||||||
| Best Buy | UNSTATED | — | — | — | — | 2026-10 | EST | 70% |
| “The Best Buy GCC engagement highlights our ability to help clients build and transform AI-native global capability centers.” CONCALL p.4 · 31-OCT-26 DOC | ||||||||
| TATACAPTata Capital Ltd. | UNSTATED | — | — | — | SG&A | FY26 | EST | 65% |
| “The value of the Assets to be purchased from TCS under leasing arrangements is at a commercial value that is negotiated between TCS and the customer (Lessee).” AR p.578 · 31-MAR-26 DOC | ||||||||
| ABBABB India Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “In FY 2026 we, • Expanded strategic collaborations with AMD, OpenAI, ABB, Honeywell, ServiceNow, Cisco, GitLab, Zscaler, Google Cloud, and others, accelerating…” AR DOC | ||||||||
| IEXIndian Energy Exchange Ltd. | UNSTATED | — | — | — | SG&A | FY26 | EST | 60% |
| “TCS’ end-to-end servicing platform combines TCS BaNCS for Insurance, Intelligent Experience (IEX), and Quartz to deliver policy administration, customer servic…” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “Your User ID is: a) For Members who hold shares in demat account with NSDL 8 Character DP ID followed by 8 Digit Client ID For example if your DP ID is IN300**…” AR · +1 DOC | ||||||||
| BSEBSE Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 60% |
| “Aarthi Subramanian has provided her consent for such appointment and has also confirmed that she is not debarred from holding the office of Director by virtue …” AR DOC | ||||||||
| FACTFertilisers and Chemicals Travancore Ltd. | UNSTATED | — | — | — | — | 2026-10 | EST | 55% |
| “One of the two mega deals was the renewal and expansion of our services to Marks & Spencer, a customer of TCS, for well over a decade.” CONCALL DOC | ||||||||
| Bharat Sanchar Nigam | UNSTATED | — | — | — | — | 2026-07 | EST | 50% |
| “As you rightly called out, from a headwind perspective as we start delivering the second phase of the BSNL order, the revenue mix might get slightly impacted.” CONCALL DOC | ||||||||
| LTMLTM Ltd. | UNSTATED | — | — | — | — | 2026-10 | EST | 50% |
| “On an LTM basis, this quarter, we gained 2 additional clients generating more than US$100 million in revenue, 8 clients exceeding US$20M, and 23 clients bringi…” CONCALL DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| JSWSTEELJSW Steel Ltd. | UNSTATED | 1,66,923 | 1,25,192–1,66,923 | 85.8% | — | FY26 | EST | 65% |
| “He served as Executive Director and Chief Financial Officer of TCS before retiring in February 2013, following more than 42 years of service.” AR DOC | ||||||||
| FACTFertilisers and Chemicals Travancore Ltd. | UNSTATED | 3,646 | 2,734–3,646 | 1.9% | — | 2026-10 | EST | 50% |
| “This has translated into the major highlights I talked about earlier, broad based client additions across revenue bands, strong TCV, and continued momentum in …” CONCALL DOC | ||||||||
| AADHARHFCAadhar Housing Finance Ltd. | UNSTATED | 3,315 | 3,315–3,315 | 1.7% | — | FY26 | EST | 60% |
| “Digital Acquisition 25-35 minutes Door-to-login Digital Servicing 1,08,000+ Customer App Logins Digital Processing 100% Paperless onboarding Digital Collection…” AR · +2 DOC | ||||||||
| TBOTEKTBO Tek Ltd. | UNSTATED | 2,409 | 1,312–2,409 | 1.2% | — | FY26 | EST | 65% |
| “The Company is dependent on the Airlines for the net value of taxable supplies and accordingly, the TCS calculated and deposited once the airlines confirms the…” AR · +1 DOC | ||||||||
| CMPDICentral Mine Planning & Design Institute Ltd. | UNSTATED | 1,893 | 1,893–1,893 | 1.0% | — | 2026-10 | EST | 60% |
| “Amount paid for DPR H 6.50 crore as appearing under the head "Development" (CWIP Note-3.2) of WJ Area will be adjusted after the final verdict of the arbitrati…” AR · +1 DOC | ||||||||
| INDIAMARTIndiamart Intermesh Ltd. | UNSTATED | 1,412 | 411–1,412 | 0.7% | — | FY25 | EST | 50% |
| “45 K Licenses sold in FY 2025-26 442 K Total licenses sold by BUSY since inception 42% Billing Growth, CAGR FY 2022-26 Key Highlights of FY 2025-26 100% Financ…” AR p.28 · 31-MAR-26 DOC | ||||||||
| TEJASNETTejas Networks Ltd. | CONTRACT | CT 4,800 | — | — | — | FY26 | EST | 85% |
| “deliveries of 100,000 sites for BSNL 4G Project to Tata Consultancy Services Limited” AR p.81 · 31-MAR-26 · +2 DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 75% |
| “(i) Other financial liabilities Other financial liabilities consist of the following: Other financial liabilities – Non-current (H crore) As at March 31, 2026 …” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Integrated Annual Report 2024-25 Notes forming part of Consolidated Financial StatementsConsolidated Financial Statements 2024-25 194 (h) Other financial liabi…” AR DOC | ||||||||
| TEJASNETTejas Networks Ltd. | CONTRACT | CT 1,537 | — | — | CAPEX | FY27 | EST | 75% |
| “Ref: Our letter dated May 21, 2025 Further to our earlier communication dated May 21, 2025, we would like to inform you that the Company has received a ‘Letter…” ORDER p.1 · 27-AUG-26 · +1 DOC | ||||||||
| TATACAPTata Capital Ltd. | CONTRACT | CT 4,900 | — | — | SG&A | FY26 | EST | 70% |
| “) and Operating Lease, the details of which are mentioned in the explanatory statement, with Tata Consultancy Services Limited (“TCS”), being a subsidiary comp…” AR p.560 · 31-MAR-26 · +1 DOC | ||||||||
| ITIITI Ltd. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “Accordingly, ITI Limited issued a back-to-back Purchase Order (Ref: ITI/NSU/MM- 4G/2023/1801 dated June 14, 2023) to Tata Consultancy Services (TCS) for the ex…” AR · +1 DOC | ||||||||
| Business | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Vendor Partner EngagementEmployee Engagement TCS at Microsoft Ignite 2025Wholesome associate well-being engagement Analyst EngagementCustomer Engagement TCS An…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “Other assets consist of the following: Other assets – Non-current (H crore) As at March 31, 2026 As at March 31, 2025 Considered good Capital advances 378 180 …” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “GRI 414: Supplier Social Assessment 2016 414-2 Negative social impacts in the supply chain and actions taken • BRSR 142, 143Integrated Annual R eport 2024-25 S…” AR DOC | ||||||||
| JSLJindal Stainless Ltd. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 65% |
| “Provide details related to waste management by the entity, in the following format: a. Total Waste generated Parameter FY 2026 (Current Financial Year) FY 2025…” AR DOC | ||||||||
| PFOCUSPrime Focus Ltd. | UNSTATED | — | — | — | SG&A | FY26 | EST | 65% |
| “Following transaction were undertaken by Brahma India during the preceding twelve months: (1) Brahma India, sold to DNEG India Media Services Limited (“DNEG In…” AR DOC | ||||||||
| LTTSL&T Technology Services Ltd. | UNSTATED | — | — | — | — | 2026-10 | EST | 60% |
| “Strategic Pillars of L&TCS: Key Initiatives and Achievements: AI-driven Contract Management: Leveraging Azure OpenAI, innovative solution developed to stream…” AR DOC | ||||||||
| ITIITI Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “• Private customers like Banks,Schools,Universities,Hospitals, TCS,Tejas Networks,RIIL(Rural Infratel International Limited),Aksnett,Keltron,Vodafone,Airtel.” AR · +1 DOC | ||||||||
| ITIITI Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 60% |
| “KSEDC (Karnataka State Educational Development Council), KITE (Kerala Infrastructure and Technology for Education), UREDA (Uttarakhand Renewable Energy Develop…” AR DOC | ||||||||
| TBOTEKTBO Tek Ltd. | CONTRACT | CT 17,000 | — | — | CAPEX | FY25 | EST | 60% |
| “Outbound travel expenditure in the first half of 2024 was 81 % above 2019, reflecting the country’s growing significance on the global stage.3 Supply-side inve…” AR DOC | ||||||||
| NSLNISPNMDC Steel Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “Recovery of LD gas in the order of 84 NM3 / TCS to for use in the Power and Blowing Station for Power generation.” AR p.54 · 31-MAR-26 · +1 DOC | ||||||||
| FACTFertilisers and Chemicals Travancore Ltd. | UNSTATED | — | — | — | COGS | 2026-10 | EST | 50% |
| “• For a steel major, TCS proactively deployed AI agents in procurement bid management process, resulting in order to invoice cycle reducing from 28 days to und…” CONCALL DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 1/1 | 100% | 15-OCT-26 |
| ANNUAL | 4/4 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 15-OCT-26 |
| ORDERS | 1/1 | 100% | 15-OCT-26 |
| RATINGS | 0/2 | 0% | — |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +7.0% | 14-NOV-26 | from 15-OCT-26 · Tata Capital Ltd. +10.5% w 0 · Fertilisers and Chemicals Travancore Ltd. +10.0% w 0 · BSE Ltd. +14.9% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 · Indian Energy Exchange Ltd. +8.2% w 0 · ABB India Ltd. +3.5% w 0 |
| DISTRESS SCORE | 0.009 | 27-SEP-26 | roe 0.46 · operatingMargin 0.27 · debtToEquity 0.11 · interestCoverage 54.37 · assetTurnover 1.47 · leverage 1.69 |
| SUPP MOM 1M | +11.7% | 14-NOV-26 | from 15-OCT-26 · Indiamart Intermesh Ltd. +0.4% w 0 · Tata Capital Ltd. +10.5% w 0 · Jindal Stainless Ltd. -1.9% w 0 · Fertilisers and Chemicals Travancore Ltd. +10.0% w 0 · ITI Ltd. +10.5% w 0 · Prime Focus Ltd. -0.9% w 0 |