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![SumitResearch Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::935811748048748544.png) Sumit Mehrotra [@SumitResearch](/creator/twitter/SumitResearch) on x 158.3K followers
Created: 2025-07-14 06:47:26 UTC

CON CALL Q1 2025

TCS 

Revenue: $7.42B (↓1.1% YoY USD; ↑1.3% INR)
•TCV: $9.4B (↑13.2% YoY), indicating a strong deal pipeline
•Cash Flow: $1.5B, XXXXX% of net income

Key Highlights:
•Decline in revenue driven by global uncertainty and reduced client spending, mainly in BFSI and Consumer segments
•Margins impacted by investments in talent and capacity
•Strong performance in Manufacturing, CMI, and Technical Services
•Continued momentum in AI, automation, and digital transformation
•New BSNL contract signed
•No specific guidance, but management remains cautiously optimistic

Challenges:
•Project delays, rising employee costs, global economic uncertainty
•Pressure on IT budgets and client decision-making

Tone: Cautiously Optimistic

Very Well Curated by @Dixitagg


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944649925792600513/c:line.svg)

**Related Topics**
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[indian rupee](/topic/indian-rupee)
[united states dollar](/topic/united-states-dollar)
[$742b](/topic/$742b)

[Post Link](https://x.com/SumitResearch/status/1944649925792600513)