TCS CEO Krithivasan Bets on FY26 Deal Wins for FY27 Growth, Eyes $39B Pipeline

• TCS CEO K Krithivasan anticipates closing FY26 with a deal pipeline of $38-39 billion, setting the stage for growth in FY27.
• The company reported $9.3 billion in deal total contract value (TCV) in the December quarter, exceeding analyst estimates.
• TCS secured around eight deals in the quarter, including partnerships with SAP, Morrisons, Tata Motors, and Aviva, despite seasonal weakness.
• AI revenue grew 17.3% QoQ to $1.8 billion annually, driven by customer investments in cloud, data, cyber, and enterprise transformations.
• TCS reported a 14% YoY decline in net profit to Rs 10,657 crore due to exceptional charges, but revenue rose 5% to Rs 67,087 crore.

Why It Matters: TCS CEO is confident in strong FY26 deal wins, particularly in AI, to drive significant growth in FY27.