TCS ne market mein toofani tezi dikhayi hai aur share **₹2,624.75** ke 7 mahine ke peak par pahunch gaya hai. AI se **$3.1 Billion** ka revenue aane ke bawajood, management ne profit margins par thoda pressure hone ki warning di hai.
TCS ki toofani raftar
October ka mahina TCS ke liye kamaal ka raha hai. Stock ne 28% ka jump dikhaya hai aur ₹2,624.75 ka intraday high touch kiya, jo ki March 2026 ke baad ka sabse bada level hai. Jab market mein BSE Sensex 0.68% niche gira, tab TCS ka ye comeback waqai dekhne layak tha. July ke ₹1,976 ke low se stock ab tak 33% recover kar chuka hai.
AI ka khel aur profit par asar
Company AI services se ab $3.1 Billion annual revenue generate kar rahi hai, jo unke total revenue ka 10% se zyada hai. Pichle quarter ke muqable ismein 19.2% ka growth dekha gaya hai. Porsche AG, Best Buy, aur Aareal Bank jaise bade clients ke sath partnerships aur MHP Management-und IT-Beratung GmbH ki acquisition se company ka cloud aur automotive sector mein base mazboot hua hai.
Investors ke liye kya hai catch?
Sab kuch accha dikh raha hai, lekin management thoda cautious hai. AI projects ke setup aur operational costs filhal profit margins par halka load daal rahe hain. Productivity benefits abhi tak in kharchon ko puri tarah balance nahi kar pa rahe hain. Global uncertainty ke beech log Indian IT ko ek safe bet maan rahe hain, lekin aane wale quarters mein ye dekhna hoga ki kya company revenue ke sath-sath apne margins ko bhi improve kar paati hai ya nahi.