TCS reports modest profit growth in Q2, pays dividend to shareholders, unveils ambitious AI infrastructure plan

Mumbai, India – Tata Consultancy Services (TCS), India’s largest IT services company, today announced a 1.4% YoY increase in its consolidated net profit for the second quarter of 2025-26 to Rs 12,075 crore. The company has also declared a second interim dividend of Rs 11 per equity share and announced significant steps in artificial intelligence infrastructure along with the new “Giga AI Plan”.

In a boost to investors, the TCS board has approved a second interim dividend of Rs 11 per share. The record date of dividend has been fixed as October 15, 2025 and the dividend will be paid on November 4, 2025.

The revenue for the quarter ending September 30, 2025 has reached Rs 65,799 crore, which shows a growth of 2.4% over the last year. On sequential basis, collection has increased by 3.7%.

A major highlight of the event would have been the unveiling or announcement of a new business organization focused on developing world-class AI infrastructure. This includes plans to set up a 1 gigawatt AI datacenter in India, marking a major milestone in the growing field of artificial intelligence. The company has repeatedly used the term “Giga AI Plan” in its official communications, pointing to a large undertaking in the AI ​​sector as evidenced by the announced infrastructure in Guntawan.

After TCS Q2 Result CEO Comment

TCS CEO and Administrative Director K. Commenting on the launch, Krittivasan said, “AI AI migration is based on a dynamic transformation between talent, infrastructure, ecosystem participation and customer value. It reflects our commitment to investment and transformation along with the growth of world-class AI infrastructure businesses.”

The company’s operating margin for the quarter increased by 70 basis points sequentially to 25.2%. Or the total contract value (TCV) of zinc-linked deals could have been as strong as $10 billion in the quarter.

The market is likely to view the market positively if the revenue growth is driven by real growth, consistent dividend payouts and strategic investment in AI, which will enable TCS to take advantage of the next wave of technological innovation.