Tata Consultancy Services532540IT services
TCS Q2 results showed margin pressure and AI revenue run-rate update ahead of management interview
- Margin pressure Q4 from MHP
- 50 basis points
- AI revenue share
- 10 percent
- AI revenue run rate
- 3.1 billion dollars
- AI run rate QoQ growth
- 20 percent
Heard on business television between 08:19:28 - 08:22:28 IST.
- Management said aim is to improve margins on a net basis going forward.
- Q3 will see seasonality impact; Q4 margins will face ~50 bps pressure from MHP acquisition integration costs.
- AI revenue is about 10% of overall revenue, with Q1-Q2 run rate at $3.1 billion, growing ~20% quarter-on-quarter.
- Anchor called it an okay set of numbers, largely in line with expectations.
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Source: Live TV News Channel · 9 Oct 2026
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