Tata Consultancy Services Ltd.TCS₹3,290.60 -2.70%

Revenue ₹63,437 crores 🔼 1%
Net Income ₹12,760 crores 🔼 6%

Tata Consultancy Services Ltd. expanded its operating margin to 24.5% and net margin to 20.1%, backed by cost discipline and strong execution.

The company reported a healthy TCV of $9.4 billion, led by demand for AI-led transformation, vendor consolidation, and cloud modernisation. Management noted that “robust deal closures” and customer focus on ROI-driven AI scaling were key positives.

While verticals like BFSI and technology services posted marginal growth, others such as life sciences and communication declined. 

Regionally, MEA and Latin America showed growth, but India reported a steep 21.7% YoY decline in constant currency.

TCS has announced a dividend of ₹11 per share. The record date for the same will be 16 July 2025, and the payment date will be 04 August 2025.

Tata Elxsi Ltd.TATAELXSI₹6,000.50 -2.23%

Revenue from Operations ₹892 crores 🔻 4%
Net Profit ₹18,643 crores 🔻 22%

Tata Elxsi Ltd.‘s two largest businesses, transportation and media & communication, remained under pressure during the quarter, impacting overall performance. Other verticals like healthcare and consumer electronics did not offset the softness, leading to a subdued Q1.

The company had invested in expanding delivery capacity in prior quarters, which affected utilisation levels in Q1. This had a direct bearing on margins and profitability during the quarter.

Tata Elxsi launched a redesigned website during the quarter, aligning with its broader positioning as an “AI-first and human-centric” company. This marks a shift in brand narrative towards experience-led, sustainable design and integrated technology solutions.

Anand Rathi Wealth Ltd.ANANDRATHI₹2,217.00 +4.58%

Total Revenue ₹284 crores 🔼 16%
Net Profit ₹94 crores 🔼 28%

Anand Rathi Wealth Ltd. achieved its highest-ever quarterly net inflows, reflecting both healthy client acquisition and strong engagement from existing investors. 

A sharp rise in mutual fund distribution revenue indicates increased equity participation and effective cross-selling, particularly in higher-margin equity products, which continue to form over half the AUM.

Client attrition remained minimal, suggesting sustained trust and stickiness in the wealth advisory model. An increase in relationship managers over the past year also contributed to deeper coverage and improved onboarding.

Indian Renewable Energy Development Agency Ltd.IREDA₹161.28 -4.93%

Revenue ₹1,909 crores 🔼 29%
PAT ₹384 crores 🔼 55%

Indian Renewable Energy Development Agency Ltd.’s Loan sanctions and disbursements grew 29% and 31% YoY, respectively, reflecting robust demand for clean energy financing. The rising loan book indicates consistent execution and deeper engagement across the renewable energy ecosystem.

With its inclusion in the 54EC bond category, ‘Navratna’ CPSE status, and recognition as a top wealth creator, IREDA continues to build institutional trust. This complements its role as a nodal agency for MNRE schemes and supports its positioning as a systemically important player in India’s energy transition.

Note: The stock prices mentioned are as of 11:30 AM.

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