TCS vs Infosys: Comparing Q1 FY26 Earnings-TCS Posts ₹12,760 Crore Profit, Infosys Earns ₹6,921 Crore

India’s top IT giants, Infosys and Tata Consultancy Services (TCS), have announced their Q1 FY26 earnings, revealing diverging trends. While Infosys reported strong revenue and profit growth with large deal wins worth $3.8 billion, TCS posted a higher-than-expected ₹12,760 crore profit despite a 3.3% decline in constant currency (CC) revenue and a drop in total deal value from the previous quarter.

TCS vs Infosys: Q1 FY26 Earnings Comparison

Key Developments

Infosys:

• Strong cash flow, 100%+ conversion for 5th straight quarter.
• Strategic deals with AIB, E.ON, DNB Bank, and Yorkshire Building Society.
• Headcount: 3.23 lakh+; Attrition up to 14.4% YoY.

TCS:

• EBIT margin exceeded expectations at 24.5%.
• Deal TCV dropped QoQ ($9.4B vs. $12.2B).
• Declared ₹11/share dividend; payout on August 4.

About Infosys Limited

Infosys Limited is a global Indian technology firm that provides services in business consulting, IT, and outsourcing. Established in 1981 and based in Bengaluru, the company reached a significant milestone on August 24, 2021, by becoming the fourth Indian company to cross a market capitalisation of US$100 billion.

Infosys Share Price Movement

As of July 25, 2025, Infosys share price (NSE: INFY) is trading at ₹1,518.50. The stock has declined by ₹89.50 (−5.57%) in the past month, ₹303.50 (−16.66%) over the past 6 months, and ₹352.60 (−18.84%) over the past year. However, it has gained ₹552.50 (57.19%) in the past 5 years.

Read More: LIC Ties Up with Govt to Empower Rural Women via Bima Sakhi Yojana.

About TCS

Tata Consultancy Services (TCS) is a global Indian IT services and consulting firm. Based in Mumbai, it is a part of the Tata Group and has a presence in 150 locations across 46 countries.

TCS Share Price Movement 

As of 3:30 PM on July 25, 2025, Tata Consultancy Services share price (NSE: TCS) was trading at ₹3,140.00 on the NSE, down ₹8.00 or 0.25% for the day. Over the past month, the stock has declined 8.75% (₹301.10), and over the past 6 months, it has dropped 22.76% (₹925.15). On a yearly basis, TCS is down 28.33% (₹1,241.10), while over the last 5 years, it has gained 37.63% (₹858.60). The stock’s 52-week high and low are ₹4,592.25 and ₹3,056.05, respectively.

Conclusion

Infosys delivered solid financials in Q1 FY26 with consistent growth across most metrics, including a 7.5% YoY revenue jump and $3.8 billion in large deals. TCS, on the other hand, maintained profitability with ₹12,760 crore net profit and robust margins, despite a revenue dip. While TCS remains ahead in scale, Infosys’s stable growth and client wins offer positive momentum. 

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