TCS Q4 Results 2025 Highlights - Rs 30 Dividend Announced

Tata Consultancy Services (TCS), the leading company of the Tata Group, reported strong numbers in the TCS Q4 Results 2025, ending the year on a positive note. The company crossed USD 30 billion in revenue for FY25, with total revenue reaching Rs. 2,55,324 crore — up 6% from last year and 4.2% higher in constant currency terms. In the fourth quarter alone, TCS earned Rs. 64,479 crore in revenue, showing a 5.3% year-on-year growth. The operating margin stood at 24.2%, and the net margin of 19%. The net profit for Q4FY25 stood at Rs. 12,293 crore.

They have announced a final dividend of Rs. 30, subject to shareholders' approval in the upcoming Annual General Meeting (AGM). They had a record total contract value (TCV) of $12.2 billion for Q4FY25, with a book-to-bill ratio of 1.6. For FY25, the TCV stood at $39.4 billion.

Geographically, on a yearly basis, its constant currency (CC) growth was led by India with a 62.6% increase YoY, followed by the Middle East and Africa (MEA) and Asia Pacific. North America saw marginal declines. TCS client metrics continued to strengthen, with 64 clients contributing over $100 million in annual revenue. The company’s workforce stood at 6,07,979 with attrition levels at 13.3%.

AI and cloud services played a huge role in driving growth. Over one-third of client engagements incorporated AI or GenAI solutions. The company improved its WisdomNext 2.0 platform and strengthened offerings like Crystallus, Ignio, and Cognix to deliver improved speed, security, and innovation.

TCS has partnered with a large North American utility to use AI for vegetation risk management and helped a leading OTT platform build a GenAI-based movie script analyzer.

The company executed strategic deals across industries and regions. It collaborated with Google Cloud to scale AI offerings, signed a five-year digital transformation deal with Air New Zealand, and launched an AI-driven platform for Vantage Towers in Europe. It expanded engagements with Northern Trust, DNB Bank ASA, UPM, and several other global clients. It helped modernize core banking, automate IT operations, and provide various services. Cloud, cybersecurity, IoT, and digital engineering saw growth in Q4FY25. TCS filed 8,816 patents and was granted 4,820 patents as of March 2025.

K. Krithivasan, TCS MD & CEO, 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.”

Further, he stated they are seeing minor ramp-downs and delays in decision-making, but no major project cancellations despite US tariff uncertainty. He mentioned not seeing budget cuts, but the retail, travel, and auto segments are seeing softness. Notably, many customers are in a wait-and-watch mode regarding tariffs. TCS has seen good growth in the UK, North America, and Europe in BFSI and classifies 30% to 40% of its work as discretionary. The core banking segment is resilient and sees good opportunities in pharma and healthcare. They are waiting to decide on wage hikes primarily due to global uncertainty, expecting FY26 to be better than FY25, as per sources.