How TCS Improved Margins Despite Slow Growth | Hidden Levers of Q2FY26

Описание: Timestamps-
0:00 Introduction
0:40 Brief background on IT industry
1:30 Story behind Financials- Mediocre Revenue growth yet Operating Leverage
4:30 Verticals ka Performance
5:15 Acquisition
6:05 Commentary on market scenario, deal flow & utilization
8:40 My view on the industry
9:06 Why one should track the industry leader?
10:10 View on entry into Data Center Business (Bonus)
13:47 My view on TCS after results
14:26 Who should look at TCS?

TCS Q2FY26 results are out, and they reveal an interesting story for the Indian IT sector. In this video, I break down what’s really happening — from the overall IT industry backdrop to TCS’s own performance this quarter. We’ll talk about the mediocre revenue growth, where the operating leverage and margin improvement are actually coming from, and how different verticals like BFSI, manufacturing, and retail have performed. I also touch upon TCS’s latest acquisition, the management’s commentary on the demand environment, deal flow, and utilization trends, and their plans to enter the data center business — a move that could open new growth avenues ahead. If you follow IT stocks like TCS, Infosys, or HCL Tech, this video will help you understand the real picture behind the numbers and what it could mean for the sector going forward.