BENGALURU: TCS<\/a>’s June quarter results and commentary, like Accenture<\/a>’s two weeks ago, underscore strong demand trends. In constant currency, TCS’s revenue grew 3.5% sequentially and 15.5% year-on-year. In dollar terms revenue was up 10.2% year-on-year to $6.7 billion in the quarter. TCS的季度业绩和评论,像埃森哲的两周前,强调需求强劲的趋势。顺序不变的货币,TCS的收入增长3.5%,同比增长15.5%。以美元计算的收入为67亿美元,较去年同期增长了10.2%。 班加罗尔:TCS6月的季度业绩和评论,比如埃森哲咨询公司两周前,强调需求强劲的趋势。顺序不变的货币,TCS的收入增长3.5%,同比增长15.5%。以美元计算的收入为67亿美元,较去年同期增长了10.2%。
Revenue growth was led by North America<\/a> and was broad-based across industry<\/a> verticals. The retail segment bounced back from the pandemic lows with strong growth of 25.1% year-on-year in constant currency.
![\"\"](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
“This has been a quarter of strong and steady performance, continuing our journey from last year and the last few quarters. As we look into our client universe and client discussions, we see a steady demand as reflected in our pipeline and deal closures,” said TCS CEO & MD Rajesh Gopinathan<\/a>. TCS’s deal bookings (total contract value) was at $8.2 billion in the quarter, down 27.4% sequentially and up 1.2% year-on-year. There were a couple of deals in the $400-billion-plus range. Growth was led by cloud, consulting and consolidation of deals.
“Client conversations indicate that demand drivers will be the key themes we have been talking about, primarily cloud transition as well as investments in customer experience and operating model transformation initiatives, both on the growth and transformation side and cost and optimisation side,” Gopinathan added. Responding to questions about recessionary concerns and its impact on tech spending, Gopinathan reiterated that there are no indications of demand slowing down immediately. TCS’s growth was led by retail and CPG (consumer packaged goods), followed by communication and media, manufacturing and BFSI that grew 25.1%, 19.6%,16.4% and 13.9% year-on-year in constant currency respectively.
However, operating margin, at 23.1%, was below street expectations. This was a 190 basis points down sequentially and 240 basis points lower than a year-ago, partly due to wage hikes. TCS CFO Samir Seksaria<\/a> said the dollar strengthened against most of the currencies, because of which the company had a 25 basis point positive impact on the margins.
Mitul Shah<\/a>, head of research at Reliance Securities<\/a>, said, “TCS is likely to be one of the key beneficiaries of medium-term uptrend in technology spending. We expect TCS to gain market share on the back of vendor consolidation and captive monetisation efforts. However, moderation in EBIT margins and lower order book would reduce the pace of earnings growth going ahead and may lead to downward revision to valuation multiple.” TCS has declared an interim dividend of Rs 8 per share.
<\/p><\/body>","next_sibling":[{"msid":92756854,"title":"Adani group to participate in 5G spectrum auction, to foray into telecom sector","entity_type":"ARTICLE","link":"\/news\/adani-group-seeks-to-buy-5g-spectrum-to-foray-into-telecom\/92756854","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"92758881","title":"TCS Q4","entity_type":"IMAGES","seopath":"city\/bengaluru\/tcs-records-strong-double-digit-growth-in-first-quarter\/tcs-q4","category_name":"TCS records strong double digit growth in first quarter","synopsis":false,"thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-108396\/92758881.cms?width=150&height=112","link":"\/image\/city\/bengaluru\/tcs-records-strong-double-digit-growth-in-first-quarter\/tcs-q4\/92758881"}],"msid":92759880,"entity_type":"ARTICLE","title":"TCS records strong double digit growth in first quarter","synopsis":" TCS\u2019s June quarter results and commentary, like Accenture\u2019s two weeks ago, underscore strong demand trends. In constant currency, TCS\u2019s revenue grew 3.5% sequentially and 15.5% year-on-year. In dollar terms revenue was up 10.2% year-on-year to $6.7 billion in the quarter.","titleseo":"telecomnews\/tcs-records-strong-double-digit-growth-in-first-quarter","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"TNN","artdate":"2022-07-09 07:46:06","lastupd":"2022-07-09 07:49:38","breadcrumbTags":["tcs","samir seksaria","mitul shah","gopinathan","accenture","north america","reliance securities","industry"],"secinfo":{"seolocation":"telecomnews\/tcs-records-strong-double-digit-growth-in-first-quarter"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2022-07-09" data-index="article_1">
TCS记录在第一季度强劲的两位数增长
收入增长是由北美并广泛的跨行业垂直的线。零售领域从大流行低点反弹强劲增长为25.1%同比持续的货币。
“这是四分之一的强大和稳定的性能,继续我们的旅程从去年最后几个季度。宇宙,我们看着我们的客户和客户的讨论,我们认为稳定的需求反映在管道和交易关闭,”TCS CEO & MD Rajesh说Gopinathan。TCS的交易订单(合同总价值)为82亿美元,顺序下降27.4%,同比增长1.2%。有几个交易在4000亿多美元的范围内。经济增长是由云、咨询和整合的交易。
“客户需求对话表明,司机将我们一直在谈论的主题,主要是云过渡以及投资客户体验和操作模型转换活动,增长和转型方面和成本和优化方面,“Gopinathan补充道。应对经济萧条的担忧以及对科技支出的影响问题,Gopinathan重申,没有立即需求放缓的迹象。TCS的增长是由零售和CPG(消费品),其次是沟通和媒体,制造和BFSI增长了25.1%,19.6%,16.4%和13.9%分别同比持续的货币。
然而,营业利润率为23.1%,低于预期。这是一个连续下跌190个基点和240个基点低于上年同期,部分原因是工资上涨。TCS首席财务官萨米尔Seksaria表示,美元兑大多数货币,因为该公司有25个基点对利润率产生积极的影响。
Mitul沙的研究主管依赖证券TCS说:“可能是一个关键的中期上升趋势科技支出的受益者。我们预计TCS来获得市场份额的供应商整合和俘虏货币化的努力。然而,适度的税前息前利润和更低的订单会减少收益增长的步伐前进,并可能导致向下修正估值倍数。”TCS宣称Rs的中期股息每股8。
BENGALURU: TCS<\/a>’s June quarter results and commentary, like Accenture<\/a>’s two weeks ago, underscore strong demand trends. In constant currency, TCS’s revenue grew 3.5% sequentially and 15.5% year-on-year. In dollar terms revenue was up 10.2% year-on-year to $6.7 billion in the quarter.
Revenue growth was led by North America<\/a> and was broad-based across industry<\/a> verticals. The retail segment bounced back from the pandemic lows with strong growth of 25.1% year-on-year in constant currency.
“This has been a quarter of strong and steady performance, continuing our journey from last year and the last few quarters. As we look into our client universe and client discussions, we see a steady demand as reflected in our pipeline and deal closures,” said TCS CEO & MD Rajesh Gopinathan<\/a>. TCS’s deal bookings (total contract value) was at $8.2 billion in the quarter, down 27.4% sequentially and up 1.2% year-on-year. There were a couple of deals in the $400-billion-plus range. Growth was led by cloud, consulting and consolidation of deals.
“Client conversations indicate that demand drivers will be the key themes we have been talking about, primarily cloud transition as well as investments in customer experience and operating model transformation initiatives, both on the growth and transformation side and cost and optimisation side,” Gopinathan added. Responding to questions about recessionary concerns and its impact on tech spending, Gopinathan reiterated that there are no indications of demand slowing down immediately. TCS’s growth was led by retail and CPG (consumer packaged goods), followed by communication and media, manufacturing and BFSI that grew 25.1%, 19.6%,16.4% and 13.9% year-on-year in constant currency respectively.
However, operating margin, at 23.1%, was below street expectations. This was a 190 basis points down sequentially and 240 basis points lower than a year-ago, partly due to wage hikes. TCS CFO Samir Seksaria<\/a> said the dollar strengthened against most of the currencies, because of which the company had a 25 basis point positive impact on the margins.
Mitul Shah<\/a>, head of research at Reliance Securities<\/a>, said, “TCS is likely to be one of the key beneficiaries of medium-term uptrend in technology spending. We expect TCS to gain market share on the back of vendor consolidation and captive monetisation efforts. However, moderation in EBIT margins and lower order book would reduce the pace of earnings growth going ahead and may lead to downward revision to valuation multiple.” TCS has declared an interim dividend of Rs 8 per share.
<\/p><\/body>","next_sibling":[{"msid":92756854,"title":"Adani group to participate in 5G spectrum auction, to foray into telecom sector","entity_type":"ARTICLE","link":"\/news\/adani-group-seeks-to-buy-5g-spectrum-to-foray-into-telecom\/92756854","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"92758881","title":"TCS Q4","entity_type":"IMAGES","seopath":"city\/bengaluru\/tcs-records-strong-double-digit-growth-in-first-quarter\/tcs-q4","category_name":"TCS records strong double digit growth in first quarter","synopsis":false,"thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-108396\/92758881.cms?width=150&height=112","link":"\/image\/city\/bengaluru\/tcs-records-strong-double-digit-growth-in-first-quarter\/tcs-q4\/92758881"}],"msid":92759880,"entity_type":"ARTICLE","title":"TCS records strong double digit growth in first quarter","synopsis":" TCS\u2019s June quarter results and commentary, like Accenture\u2019s two weeks ago, underscore strong demand trends. In constant currency, TCS\u2019s revenue grew 3.5% sequentially and 15.5% year-on-year. In dollar terms revenue was up 10.2% year-on-year to $6.7 billion in the quarter.","titleseo":"telecomnews\/tcs-records-strong-double-digit-growth-in-first-quarter","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"TNN","artdate":"2022-07-09 07:46:06","lastupd":"2022-07-09 07:49:38","breadcrumbTags":["tcs","samir seksaria","mitul shah","gopinathan","accenture","north america","reliance securities","industry"],"secinfo":{"seolocation":"telecomnews\/tcs-records-strong-double-digit-growth-in-first-quarter"}}" data-news_link="//www.iser-br.com/news/tcs-records-strong-double-digit-growth-in-first-quarter/92759880">
评论
现在评论 阅读评论(1)所有评论
找到这个评论进攻?
下面选择你的理由并单击submit按钮。这将提醒我们的版主采取行动