Tata Consultancy Services Ltd (BOM:532540)
₹ 4265.55 228.9 (5.67%) Market Cap: 15.43 Tn Enterprise Value: 14.98 Tn PE Ratio: 32.61 PB Ratio: 15.21 GF Score: 100/100
Back to the Transcripts List

Q1 2025 Tata Consultancy Services Ltd Earnings Call Transcript

Jul 11, 2024 / 01:30PM GMT
Release Date Price: ₹3922.7 (+0.33%)

Key Points

Positve
  • Revenue growth of 5.4% in rupee terms, 4.4% in constant currency terms, and 3.9% in dollar terms.
  • Operating margin for the quarter at 24.7% despite a 170-basis-point headwind from annual wage hikes.
  • Net income margin at 19.2% with EPS growing 10% year over year.
  • Strong deal momentum with a total contract value (TCV) of $8.3 billion for the quarter.
  • Significant progress in AI and GenAI initiatives, with over 278 engagements and a pipeline doubling to $1.5 billion.
Negative
  • Decline in BFSI vertical by 0.9% year over year.
  • Communications, Media, and Information Services (CMI) vertical declined by 7.4% year over year.
  • Technology and Services vertical declined by 3.9% year over year.
  • Accounts receivable DSO increased to 70 days, up five days year over year.
  • Uncertainty in client spending and project prioritization due to macroeconomic conditions.
Operator

Ladies and gentlemen, good day and welcome to the TCS earnings conference call. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Ms. Nehal Shah from the Investor Relations team at TCS. Thank you and over to you, ma'am.

Nehal Shah;K. Krithivasan
Tata Consultancy Services Ltd - Investor Relations;Tata Consultancy Services Ltd - Chief Executive Officer, Managing Director

Thank you, operator. Good evening and welcome, everyone. Thank you for joining us today to discuss TCS' financial results for the first quarter of FY 2025 that ended June 30, 2024. This call is being webcast through our website. And an archive, including the transcript, will be available on the site for the duration of this quarter. The financial statements, quarterly fact sheet, and press releases are also available on our website.

Our leadership team is present on this call to discuss our results. We have with us today Mr. K. Krithivasan, Chief Executive Officer and Managing Director.

Already have an account? Log in
Get the full story
Start 7-Day Free Trial
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.