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TCS

TCS crosses $30 billion revenue, strengthens AI push and order book

Among its service lines, IoT & Digital Engineering, Enterprise Solutions, and AI.Cloud led growth, with increasing demand for AI-driven transformation

TCS crosses $30 billion revenue, strengthens AI push and order book

Mumbai: Tata Consultancy Services (TCS) has reported annual revenue of $30.18 billion for FY25, reflecting a year-on-year growth of 3.8%, and 4.2% in constant currency terms. This milestone comes alongside a record order book and rising traction in AI adoption across industries.
 

TCS secured deals worth $39.4 billion during the year, including $12.2 billion in the fourth quarter alone. Growth was fuelled by a 37.2% increase in regional markets, and strong performances in sectors such as Energy, Resources and Utilities (+5.1%) and Manufacturing (+2.9%).
 

Among its service lines, IoT & Digital Engineering, Enterprise Solutions, and AI.Cloud led growth, with increasing demand for AI-driven transformation. TCS highlighted several use cases, including helping a North American utility firm harness AI for wildfire risk prediction and vegetation management, and developing a GenAI-powered movie script analyzer for a global OTT client to personalise viewer experiences.
 

Operating margin stood at 24.3%, while net margin came in at 19%. The company also maintained robust cash flows, with free cash flow at $5.49 billion, and proposed a final dividend of ₹30 per share, subject to shareholder approval.
 

K Krithivasan, Chief Executive Officer and Managing Director, said, “We are pleased to cross the $30 billion in annual revenues and achieve a strong order book for the second consecutive quarter. Our expertise in AI and Digital Innovation, coupled with the unmatched knowledge of customer context and global scale makes us the pillar of support for our customers in this environment of macroeconomic uncertainty. We remain committed to staying close to our customers and helping them achieve their core priorities.”
 

CFO Samir Seksaria added, “In FY25, our disciplined execution and operational rigor stood out again, as we defended our industry-leading margins while continuing with our investments in talent and capability building. We delivered robust profitability and cash flows this quarter in a very challenging environment without compromising on the right investments in our people, innovation and infrastructure for long-term value creation.”
 

TCS ended the year with an employee headcount of 607,979, spanning 152 nationalities, and continued to maintain industry-best retention rates. Over 42,000 trainees were onboarded, and the firm was recognised as a Global Top Employer for 2025.
 

Chief HR Officer Milind Lakkad remarked, “Our trainee onboarding in FY25 was 42,000 as planned. We won the Enterprise-Wide Top Employer Certification from the Top Employers Institute. This milestone builds on TCS’s achievements as a Global Top Employer for 2025, marking an unbroken record of receiving this distinction over a decade. We continue to enjoy the pride of place as the employer of choice, and the industry-best retention rate by prioritizing a culture of professional and personal growth, wellbeing, and purpose-driven engagement for our associates.”
 

With clients prioritising cost optimisation, agility, and modernisation, TCS sees sustained momentum in areas like vendor consolidation, data-driven AI solutions, and next-gen CX transformation. The company’s efforts in AI were also recognised with the NVIDIA Rising Star Partner of the Year Award for AI Innovation and Excellence.
 

BI Bureau