Q2 results today: TCS, Tata Elxsi among 12 companies will announce earnings

The second quarter earnings season will get underway from today with the IT bellwether company TCS announcing its earnings later in the evening. A total of 12 companies including Tata Elxsi, IREDA will declare their results today for the September quarter.

Apart from above, Anand Rathi Wealth, Arkade Developers, Ashoka Metcast, Den Networks, Infomedia press, NB Footwear, Reliance Naval, Hathway Bhawani will also announce their quarterly numbers.

TCS Q1 expectations

Majority of the brokerage firms expect Tier-1 IT service companies to report decent numbers in Q2FY25, led by a recovery in the BFSI vertical and deal ramps.TCS is expected to report up to 8% year-on-year growth in its September quarter revenue between Rs 59,692 crore and Rs 63,944 crore, according to estimates by five brokerages.The net profit in the reporting quarter is expected to be at Rs 11,342-12,443 crore, which is an 8-10% likely jump over the corresponding quarter of the previous financial year.

The gains in the revenue will likely be on the back of BSNL deal ramp-up.

The most conservative revenue and profit after tax (PAT) estimates have been given by Nuvama Institutional Equities while PhillipCapital remains most bullish on TCS’ earnings in the quarter gone by.

Sequentially, revenue could grow between 1.2% and 2.6% according to estimates, with BNP remaining most conservative in percentage terms while estimates by Nuvama being the highest. Meanwhile, PhillipCapital has the highest quarter-on-quarter PAT growth estimates.

In the earnings report, the commentary on FY25 demand environment, especially discretionary spending and deal ramp-up visibility will be important monitorables.

TCS, which has a market capitalisation of more than Rs 15 lakh crore, on the BSE has remained flat in the run up to its quarterly results.

It hit a record high of Rs 4585 on 2nd September 2024, but it failed to hold on to the momentum. The stock has fallen more than 4% in a month.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)

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