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TCS Drops Q2 Press Briefing for Ratan Tata Anniversary as Analyst Call Proceeds Oct. 9

Investor focus now pivots to the audited results for cues on near-term demand.

Overview

  • The board meets on Oct. 9 to approve audited Q2 FY26 and half-year financials.
  • Directors will consider a second interim dividend, with Oct. 15 as the record date if declared.
  • The investor and analyst conference is scheduled for 7 p.m. India time on Oct. 9 to discuss the results.
  • Broker previews point to flat-to-slight sequential revenue growth for TCS with steady margins supported by a weaker rupee and deal ramp-up commentary.
  • Scrutiny will center on the planned ~12,200 FY26 layoffs and management’s assessment of H‑1B fee hikes, tariff proposals, and sector demand signals.