The company has also approved a final dividend of Rs 31 per share.
TCS said it has secured three mega deals during the fourth quarter, with the total contract value (TCV) of $12 billion during the reporting period.
“We are pleased to report the third consecutive quarter of sequential growth, supported by three mega deals with a $12 billion TCV, highlighting the strength of our five-pillar strategy and our AI-led positioning across services. It is equally encouraging that this momentum was broad-based across major markets and most industries,” said K Krithivasan, CEO and MD, TCS.
Management commentary largely focused on adapting to AI and how the company is positioning itself in an age of uncertainty.
Aarthi Subramanian, COO of TCS, said FY26 marked a pivotal year for the company’s AI adoption. “In Q4, our annualized AI revenues surpassed $2.3 billion, driven by the accelerated deployment of AI solutions,” she added.
TCS acknowledged that macro-economic headwinds continue to cloud the outlook, but said it sees sustained customer conviction in technology investments.On a sequential basis, revenue grew 5.4%, while the constant currency (CC) stood at 1.2%, which was largely on the expected lines. TCS reported an operating margin of 25.3% in the January-March quarter, up 10 basis points quarter-on-quarter (QoQ).
The company experienced strong deal momentum across new services in enterprise transformation, digital engineering, and cloud modernisation.
“Our investment in HyperVault was a catalyst in forging strategic partnerships with OpenAI, AMD, and ABB, further strengthening our positioning across Infrastructure-to-Intelligence,” TCS said.