Earnings Snapshot: TCS, Tata Elxsi and GM Breweries

TCS₹3,028.40 -1.09%

Revenue ₹65,799 crores 🔼 4%

PAT ₹12,904 crores 🔼 8%

Tata Consultancy Services Ltd. delivered a strong quarter with broad-based growth, resulting in a sequential increase in International Revenue. The company won many key deals, including a seven-year, $647 million contract with Scandinavian insurer Tryg, and expanded its multi-year partnership with a major global healthcare company.

This success is aligned with the firm’s ambition to become the world’s largest AI-led technology services company. TCS is backing this goal with substantial commitments, establishing a new business entity for AI infrastructure and planning a massive 1 GW AI datacenter in India. To boost its capabilities, TCS announced the acquisition of ListEngage, which specializes in the Salesforce ecosystem. 

The company also secured key wins like the expanded AI collaboration with Weatherford International and a core technology transformation partnership with European retailer Kesko, showcasing a clear focus on future-ready digital solutions. The quarter’s technological push was further highlighted by the launch of new Chiplet-based System Engineering Services for advanced semiconductor design.

The company has announced an interim dividend of ₹ 11 per share with a record date of October 15,2025 and the payment date November 4, 2025.

TATAELXSI₹5,417.50 -2.79%

Revenue from Operations ₹918 crores 🔼 3%

PAT ₹838 crores 🔼 37%

Tata Elxsi Ltd. delivered a strong and resilient quarter ended September 30, 2025, with healthy operational growth despite dynamic market conditions and geopolitical uncertainties. 

The growth was propelled by robust overseas markets, particularly the US region, which grew 7.9% QoQ. This momentum was attributed to winning new customers in core verticals and adjacent markets, backed by differentiated technology and offshore execution capabilities. The Media & Communication business saw a “smart” QoQ growth of 6.8%, supported by the ramp-up of large deals. While the Transportation business registered a more modest 0.7% QoQ growth, it continued to build on its foundation of large deal wins and global OEM Software-Defined Vehicle (SDV) programs.

Strategic moves were made to deepen key partnerships and capabilities. Tata Elxsi established an exclusive Cloud HIL centre for Suzuki Motors in Thiruvananthapuram, marking the second engineering centre in their partnership. The company also inaugurated a Global Technology Centre for Medical Devices for Bayer, a radiology-focused centre leveraging Tata Elxsi’s specialized healthcare engineering talent. 

GMBREW₹884.00 -2.87%

Revenue ₹718 crores 🔼 21%

PAT ₹35 crores 🔼 61%

G M Breweries Ltd. delivered a strong quarter with significant growth in profitability, driven by increased revenue from its core business.

The substantial 61% increase in Net Profit year-on-year was the primary highlight, indicating effective cost management and higher operational efficiency within its segment.

Additionally, the company is preparing for future expansion through a strategic move into diversification. GM Breweries established a wholly-owned subsidiary for the real estate business, making an initial capital investment, signaling its intent to explore new markets to supplement its core liquor revenue stream.

Note: The stock price mentioned is as of 12:55 pm.