ET Intelligence Group: Tata counseling services The June quarter is expected to report a slightly better dollar revenue growth for the June quarter compared to the previous quarter. The country’s largest software exporter, which has been slated to declare the first quarter number on Thursday evening, will probably report a sequential increase in net profit compared to the decline seen in the earlier quarter.

According to the average of estimates by ETIG and 12 brokerage, revenue is expected to increase by 1.2% with a decline of 1% in the previous quarter. Revenue performance will be supported by pounds and 5-7% decline in dollars against euros. A weakness in reporting currency benefits exporters while its strength affects feeling.

In terms of rupee, after 1.2% appreciation at the rate of average of the average against the dollar, the revenue will increase at a slow pace of 0.3%. The net profit can increase to a nominal 0.5%. 12,294 crores. In the last quarter, the revenue was 0.8% gradually increased, while the net profit fell 1.3%.

In the Sector Preview Report, Ecuerus Capital said, “Macro concerns, which began in March 2025, will have an impact of a full quarter in the June quarter despite the seasonal strength.” The Broking House hopes that TCS’s revenue will contract 0.4% in constant currency terms, affected by an anticipated ramp in the BSNL project and is a silent increase in foreign markets.
The operating margin is expected to remain flat or there may be a slight improvement by 20-30 BPS given foreign exchange profit and deferred increment. In the previous quarter, margin fell from 30 BPS to 24.2%sequentially. While the company does not provide revenue and profit growth guidance, management comments on new deals and the trends of renting will be important. IDBI Capital said, “We will look for deal pipeline conversion, hiring and offshore, outlook on operating margin and its stability, and trends in generative AI.”