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Friday, October 14, 2016

TCS Unusual Q2 Shows Dip In Topline Yet Rise In Profit

TCS-Share-PriceYesterday, India’s largest software exporter Tata Consultancy Services declared its unusual Q2 result. The company reported an 8.4% rise in consolidated net profit to Rs. 6,586 crore mainly because of the improvement in the operating margins at 26% against 25.1% in the same period last year.
TCS share price closed with the drop of 2% yesterday.
With the demand for software services remaining low and customers delaying voluntary spending, consolidated revenues decreased 0.1% successively to Rs. 29,284 crores during July-September, the main quarter for the company. In the previous equivalent period, TCS clocked revenues of Rs. 27,165 crore.
TCS CEO and Managing Director N Chandrasekaran said that it had been an unusual second Quarter for TCS. Mounting uncertainty in the environment is creating concern among customers and resulting in the holdbacks in discretionary spending this quarter. Also, unpredictability in the markets like India and Latin America also muted revenue growth. He also said that the retail and financial services verticals would continue to be soft in the third quarter.
Meanwhile at 9:15 AM today on the NSE, TCS share price opened at Rs. 2,315, lower than its previous close which stood at Rs. 2,328.90.
In terms of dollar, TCS’ revenues were up 5.2% at $4.37 billion in the quarter from $4.16 billion in the same previous period last financial year. Successively, the revenue growth in constant currency terms was only 1%. Net profit surged 6.2% to $984 million in the quarter under review from $926 million in the same quarter last year.
Chandrasekaran also declared that the results were affected by a delay in a Rs. The 180-crore domestic project, as well, that will be finished only in the third quarter. The company acquired only one new client in $50-million-plus category and none in the $100-million-plus segment.
Currently, TCS share price is mirroring the Street’s faith in the company and is trading on a green note with the rise of 0.14% or 3.30 points.
Given the accumulation of delayed projects, Chandrasekaran said that they are expecting a better Q3 and Q4 than previous years. While the effect of depreciation of the Pound Sterling weighed on the TCS results, the impact of Brexit has not been felt so far. In the UK, BFSI has performed very well. Softness was there in the retail, but no impact of Brexit is seen so far.
While the UK business was flat, Europe saw sturdy sequential growth at 3.7% and Asia-Pacific at 3.5% in the constant currency terms, while North America grew 1.4%.
India business decreased 7.6% sequentially while Latin America fluctuated. The company added 22,665 employees on a gross basis and 9,440 net employees, taking its total headcount to 3.71 lakh as of September 30, 2016. Some of the analysts indicated at downgrading the TCS stock due to the poor performance in the quarter.
TCS is in the top 500 stock identified by Dynamic Levels for the quarter. For the levels of support and resistance of the stock, visitTCS share price forecast page of the Dynamic Levels website.

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