{"id":15164,"date":"2025-10-08T12:21:06","date_gmt":"2025-10-08T06:51:06","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=15164"},"modified":"2025-10-08T12:21:06","modified_gmt":"2025-10-08T06:51:06","slug":"tcs-shares-rebound-ahead-of-q2-results-2025","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/tcs-shares-rebound-ahead-of-q2-results-2025\/","title":{"rendered":"TCS Shares Continue to Rebound Ahead of Q2FY26 Results"},"content":{"rendered":"

Tata Consultancy Services (TCS) shares gained more than 2% on Wednesday, October 8, ahead of the company\u2019s July\u2013September (Q2FY26) results announcement. The stock\u2019s upward momentum comes as it rebounds from a 52-week low of \u20b92,866, recorded on October 1.<\/p>\n

Over the past week, TCS stock has risen nearly 4%, gaining in two out of three trading sessions. As investor sentiment improves, market participants are keenly watching the company\u2019s upcoming earnings, which are expected to reflect modest growth after a weak June quarter.<\/p>\n

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Shares of TCS are currently trading at \u20b93,030, recovering losses made earlier in the month.<\/p>\n<\/blockquote>\n

Modest Growth Expected in Q2 Performance<\/strong><\/h2>\n

According to a CNBC-TV18 poll, TCS is likely to report a 2% year-on-year growth in US Dollar revenue, while rupee revenue is expected to rise 2.5% sequentially compared to the June quarter.<\/p>\n

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\n\n\n\n\n\n\n\n\n\n
Metric<\/strong><\/th>\nEstimate<\/strong><\/th>\nGrowth<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Revenue ($M)<\/td>\n7,657<\/td>\n2% YoY<\/td>\n<\/tr>\n
Revenue (\u20b9 Cr)<\/td>\n64,160<\/td>\n2.5% QoQ<\/td>\n<\/tr>\n
EBIT (\u20b9 Cr)<\/td>\n15,950<\/td>\nFlat<\/td>\n<\/tr>\n
EBIT Margin (%)<\/td>\n25<\/td>\n+19 bps<\/td>\n<\/tr>\n
Net Profit (\u20b9 Cr)<\/td>\n12,422<\/td>\n+3.1%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

The company is projected to deliver a 1.2% sequential growth in constant currency terms, with estimates ranging from 0.2% to 1.7%, as per various brokerage expectations.<\/p>\n

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TCS is expected to post stable margins and improved profitability, supported by large deal wins and gradual recovery in demand.<\/p>\n<\/blockquote>\n

Analysts Expect Margin Stability and Deal Wins<\/h2>\n

While some brokerages predict a slight improvement in EBIT margins, others see pressure due to the ramp-up costs related to the BSNL project and continued weakness in key global markets.<\/p>\n

Nuvama expects margins to drop by 50 basis points sequentially, whereas Kotak Institutional Equities projects a $55 million incremental boost from the BSNL deal, which could support near-term growth.<\/p>\n

Brokerages also expect TCS to maintain a 25% EBIT margin, signaling operational stability despite global uncertainties.<\/p>\n

Also Read<\/strong>: Titan Stock Jumps After Impressive Q2 Business Update<\/a><\/em><\/p>\n

Key Factors to Watch in Q2FY26 Results<\/h3>\n

Investors are likely to focus on a few key themes in the upcoming results:<\/p>\n