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Q4 Results Today Live: The fourth quarter earnings season begins today with India's largest tech company Tata Consultancy Services scheduled to announce financial results for the quarter ended on March 31, 2025. In addition to TCS, Anand Rathi Wealth, GM Breweries, Rajputana Stainless are some of the major companies expected to declare fourth quarter earnings today.
TCS Q4 Result - What To Expect?
The tech major is expected to post modest sequential growth in the fourth quarter, with margins expected to improve on currency gains and cost actions, despite underlying demand remains mixed.
According to analysts consensus estimates tracked by Bloomberg, TCS is estimated a 3% quarter-on-quarter rise in revenue, along with a sharp increase in operating profit and net profit. EBIT margin is likely to expand 25.27% from 25.20% in the previous quarter, while growth will be supported by acquisitions and developed markets.
Investors will closely parse management commentary on:
Updates on macro conditions, including developments in the US and West Asia, will also be crucial.
Street sentiment is positive on TCS.
Of the 51 analysts tracking the stock, 37 have a ‘buy' recommendation, nine suggest ‘hold' and five advise ‘sell'. This translates into an average target price of Rs 3,093.13, implying an upside potential of nearly 21%.
Analysts estimate total contract value (TCV) for the quarter in the range of $7 billion to $11 billion, varying by brokerage. Margins are expected to see a marginal uptick, with EBIT margin projected at 25.27%, compared with 25.20% in the December quarter.
Market participants will also closely scrutinise management's outlook on demand trends in key verticals such as BFSI and retail, technology spending budgets, particularly in the US and Europe, and hiring plans and workforce adjustments.
The Anand Rathi Wealth board has approved a bonus issue of one share for every one held. The company will also pay shareholders a final dividend of Rs 7 per share for financial year 2026.
The record date for both the corporate actions will be announced separately.
Bloomberg consensus pegs revenue at about Rs 68,932 crore, implying a 3% sequential increase. Growth is expected to be driven largely by developed markets and recent acquisitions, while organic momentum is seen as relatively muted. Net profit is estimated to rise 27% sequentially to Rs 13,581 crore, supported by operating leverage and continued cost‑control initiatives. EBIT is also expected to edge higher to Rs 17,345 crore from Rs 16,889 crore in the preceding quarter.
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Tata Consultancy Services is in focus today as India's largest IT services exporter is set to announce its Q4 results post-market hours today. This is the start to the Q4 earnings season, which will be looked closely by investors across the board.
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