Tata Consultancy Services Due Diligence

Run due diligence on Tata Consultancy Services: check compliance and get alerts when suppliers change.

India · www.tcs.com · 9 vendors

Tata Consultancy Services (TCS) is an Indian multinational technology company specializing in information technology services and consulting. It offers a comprehensive portfolio of IT, business process services, infrastructure, engineering, and assurance services to global enterprises, helping them achieve business objectives through technology transformation and innovation.

Resilience scores

Technology vendors

Services catalogue

9 services in catalogue across 3 categories; runs on 9 sub-vendors.

Insights

Last updated 2026-07-30 · revision 1

9 direct vendors, 140 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

11 in-scope frameworks identified; showing 3.

India DPDP Act — No public evidence

Evidence: https://www.tcs.com/who-we-are/legal/tcs-privacy-notice, https://www.tcs.com/careers/india, https://www.tcs.com/investor-relations/corporate-governance

CPRA — Evidence found

Evidence: https://www.tcs.com/who-we-are/legal/tcs-privacy-notice/tcs-privacy-policy-usa, https://www.tcs.com/who-we-are/legal/tcs-privacy-notice, https://www.tcs.com/careers/united-states

GDPR (source) — Evidence found

Evidence: https://www.tcs.com/who-we-are/legal/tcs-privacy-notice, https://www.tcs.com/who-we-are/legal/tcs-privacy-notice/tcs-privacy-notice-european-union, https://www.tcs.com/careers/trainee-program-graduates-europe

Financials

Three-year financials

Financial Resilience Score: 9/10

TCS demonstrates exceptional financial resilience underpinned by its massive scale (~US$30 billion in FY26 revenue), industry-leading profitability (25.0% operating margin and 19.8% net margin — the highest in four years), and a fortress balance sheet with ~US$11.8 billion in shareholders' equity, ~US$5.3 billion in invested funds, and essentially no financial debt. Cash conversion is strong at 93% of net income in Q1 FY27, providing ample liquidity to fund investments, dividends, and buybacks even in downturns. Forward revenue visibility is robust, evidenced by US$40.7 billion in TCV signed in FY26 and US$9.5 billion in Q1 FY27 alone (including an US$800M mega deal with SKF). Client stickiness is exceptional with 670+ clients in 10+ year relationships and 250+ in 20+ year relationships. AI positioning is strengthening with US$2.6 billion annualised AI revenue growing 13.6% QoQ, supported by ecosystem partnerships with Google Cloud, Anthropic, Microsoft, AWS, NVIDIA, and others. Key risks include modest near-term growth (Q1 FY27 revenue +2.7% YoY, well below historical mid-teens), concentration in North America (48.3%) and BFSI (32.1%), wage inflation with 13.6% LTM attrition, and potential disruption from generative-AI to traditional application-services revenues. Tata Group parentage, AAA brand rating (Brand Finance US$21.2B), and diversified geographic/vertical mix across 55-56 countries mitigate these risks significantly.

Key strengths: ~US$30 billion revenue scale with 25.0% operating margin — highest in 4 years, Fortress balance sheet: US$11.8B equity, US$5.3B invested funds, negligible debt, US$40.7B FY26 TCV and US$9.5B Q1 FY27 TCV provide strong forward visibility, 584,519 employees across 55-56 countries and 194+ delivery centres, 670+ clients with 10+ year relationships; 250+ with 20+ year relationships, US$2.6B annualised AI revenue growing 13.6% QoQ, Tata Group parentage and AAA brand rating (US$21.2B brand value), Strong cash conversion at 93% of net income

Risk factors: Geographic concentration: North America 48.3% and UK 17.2% of revenue, Vertical concentration in BFSI (~32% of revenue), Modest near-term growth: FY26 USD revenue +4-5%, Q1 FY27 +2.7% YoY, Wage inflation and 13.6% LTM attrition in IT services, Generative-AI disruption risk to traditional application-services model, Currency translation exposure (INR/USD/GBP), Regulatory/geopolitical risks: visa policies, sovereign-cloud rules, India Labour Code

Revenue by geography

Revenue by product/service

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