Hey there! So, on Thursday, July 10, 2025 India’s stock market took a bit of a dip as everyone was on edge waiting for Tata Consultancy Services (TCS) to drop their quarterly earnings. The Nifty 50 (INDEXNSE: NIFTY_50) slipped by 0.19%, and the Sensex was down 0.16%. The IT sector was the main culprit, with the Nifty IT index dropping about 0.7% early in the day. TCS (NSE: TCS) is set to share its Q1 FY26 results after the market closes today, so all eyes are on them.
- Trump’s Copper Tariffs: What’s Happening and How It Affects the Market
- Gold Price Update: A Look at the Intraday Chart (Thusrsday, July 10 2025)
- Earthquake Today: Tremors hit Delhi NCR (Magnitude 4.4)
- Why Gold Prices Are Dropping and What to Watch Next
- Crizac shares extend gains on listing day, gain over 21% from issue price
What’s Got Investors Nervous?
TCS shares started the day about 0.5% lower, as folks are bracing for a not-so-great quarter. Some deals aren’t moving as fast as hoped, and there’s chatter about challenges like the winding down of a big BSNL contract. That’s got investors feeling a little jittery.
Big analysts are predicting TCS might see a small drop in revenue and profit compared to last quarter—anywhere from 0.2% to 3.4% less in constant currency. The BSNL deal wrapping up is a big reason for that. Plus, margins might stay tight because growth is slow, and there’s not much room to stretch operations.
Everyone’s also super curious about TCS’s work in GenAI (that’s generative AI, the hot new thing in tech) and how their deal pipeline is looking. With AI being such a big deal in the industry, any updates here could be a game-changer.
One analyst from a foreign firm pointed out that things like uncertainty over U.S. tariffs and slow trade talks are making investors extra cautious. On top of that, rising global inflation could mean TCS’s U.S. clients might tighten their budgets, which isn’t great news for IT spending.
What’s Next?
If TCS pulls off a strong earnings report, it could lift the mood for the whole IT sector. Their results often set the vibe for other IT companies’ earnings. Keep an eye on their order book and any GenAI updates during their earnings call—it’s going to be telling.
Bigger picture stuff, like what’s happening with U.S. tariffs and trade policies, will also matter since they affect how much clients are willing to spend. Plus, things like currency swings and inflation could mess with margins and deal values in the coming months.
So, that’s the scoop! Fingers crossed for some good news from TCS to kick things off on a high note.
