- TCS Chairman N Chandrasekaran said AI is becoming the core intelligence infrastructure for enterprises
- TCS reported Q4FY26 net profit of Rs 13,720 crore, a 29% sequential increase from the previous quarter
- The company’s Q4 revenue rose 5.5% to Rs 70,698 crore, beating analysts’ estimates
Artificial intelligence is no longer just a technological layer but is rapidly becoming the operating foundation and "infrastructure of intelligence" for enterprises globally, said Tata Consultancy Services (TCS) Chairman N Chandrasekaran. India's largest information technology major reported its January-March quarter results for fiscal 2025-26 (Q4FY26) in April 2026.
In his letter to shareholders in the company's Annual Report for 2025-26, N Chandrasekaran noted that TCS has scaled up the execution of its 'Human AI' operating model, generating an annualised revenue of $2.3 billion in AI services and $11.5 billion in new-age services, including cloud, data, and cybersecurity. TCS signed new deals of $12 billion in the March quarter, led by North America at $5.4 billion and the banking, financial services and insurance business at $2.8 billion.
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TCS Chairman further noted that AI will fundamentally influence how enterprises invest, organise supply chains, manage risk, and serve stakeholders, with generative and agentic AI now entering a new phase of growth as customers decisively move from experimental pilots to scaled deployments and embed AI into core functions. Looking ahead, the Chairman outlined a comprehensive future strategy centered on establishing secure, resilient, and sovereign AI infrastructure.
TCS is repositioning itself as an AI and digital transformation partner as AI is now becoming the infrastructure of intelligence, according to TCS Chairman. GenAI and agentic AI are entering a new phase of growth. AI will not just be a layer but will be the operating foundation, he added. N Chandrasekaran listed four key focus areas on priority for TCS for its AI growth plans:
1. Build AI Operating System for industries, to accelerate deployment of agentic AI solutions
2. Construct India's first AI focused data centre, with rack density greater than 160 KW
3. Strengthen Infrastructure to Intelligence offering with 3600 partnerships with hyperscalers, frontier AI firms and industrial OEMs
4. Establish secure, resilient and sovereign AI infrastructure.
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TCS Q4 Results
Tata Consultancy Services Ltd. reported a 29% sequential rise in its net profit for the fourth quarter of FY26 on April 9. The IT giant registered its consolidated bottom-line at Rs 13,720 crore for quarter ended March 31, 2026. In the previous quarter its net profit stood at Rs 10,657 crore. Analysts on Bloomberg had estimated a net profit of Rs 13,581 crore.
TCS reported that its attrition rate rose to 13.7% compared to 13.5% in the previous third quarter of FY26. Headcount in the March quarter rose by over 2,000 employees to 5,84,519 from 5,82,163 in the December quarter. Revenue from operations rose 5.5% to Rs 70,698 crore from Rs 67,087 crore, beating analysts' estimate of Rs 67,087 crore.
EBIT rose 6% to Rs 17,870 crore, up 6% from Rs 16,889 crore in Q3, FY26. Whereas EBIT margin stood at 25.3%, compared to 25.2% in the third quarter. The Tata-group IT company has also announced a final dividend of Rs 31 per share for the financial year 2025-26 on Thursday, rewarding shareholders following the release of its fourth-quarter financial results.
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