Whalesbook
Analysts ka kya kehna hai?
Bhai, market ke bade bade analysts jaise Kotak Institutional Equities aur Nuvama Institutional Equities TCS ke Q4 numbers ko lekar kaafi optimistic hain. Kotak bol raha hai ki net profit lagbhag ₹14,058 Crore tak pahunch sakta hai, jo pichhle saal ke muqable 15% zyada hai aur last quarter se 4.6% zyada. Nuvama ka estimate thoda kam hai, around ₹13,916 Crore, matlab 14% ka year-on-year jump.
Revenue ki baat karein toh Kotak ko lagta hai ki yeh ₹70,435 Crore se upar jayega, matlab 9% se zyada ka year-on-year growth aur 5% sequential growth. Nuvama ka forecast ₹69,714 Crore hai, jo 8% year-on-year aur 4% sequentially growth dikha raha hai.
AI aur Dividend ka Scene
Sabse interesting baat yeh hai ki TCS ne recent mein OpenAI, ServiceNow, aur Advanced Micro Devices jaise bade players ke saath AI partnerships ki hain. Investors yeh dekhna chahte hain ki in deals se company ko kitna faayda ho raha hai aur AI adoption mein kitni speed aa rahi hai. Aur haan, dividend! Board FY26 ke liye final dividend announce kar sakta hai, jiska sabko intezaar hai. TCS ka dividend history toh waise bhi accha raha hai.
Profit Margins aur Future Growth
EBIT (Earnings Before Interest and Taxes) bhi strong rehne ki umeed hai. Kotak isko ₹17,799 Crore aur Nuvama ₹17,679 Crore ke aas paas expect kar rahe hain. EBIT margins stable rehne ki possibility hai, kyunki salary hike aur acquisitions ka pressure shayad kamzore rupee se balance ho jayega. Analysts ka kehna hai ki shayad current share price mein thoda slowdown already factored in hai. Ab dekhte hain TCS future mein aur fast growth kaise dikhata hai aur AI cost savings ke baare mein kya update deta hai.