TCS is the world's second-largest IT services firm and the gold standard for execution in the sector. Its breadth across BFSI, retail, manufacturing and government, combined with the strongest brand in outsourcing, gives it pricing power peers lack. AI-powered delivery (Cognix platform) is expanding margins and winning net-new work. Deal pipeline inflection in BFSI signals the cyclical trough is behind.
Thesis reviewed May 29, 2026
Tata Consultancy Services Ltd is headquartered in India, which is currently showing moderate signals.
🇮🇳India54EARLYView India risk detail →💻Technology23WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| SONY | Sony Group Corporation | 29 | +13% | ↓8% | EARLY |
Investors who hold TCS may also have indirect exposure through these country funds.
TCS Q4 TCV reaches $13.2B, highest since Q2 2023; BFSI leading
Cognix AI platform drives 18% productivity improvement cited in multi-year renewal
TCS retains #1 employer brand in India for 8th consecutive year