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What smart money is saying about Tata Consultancy Services LimitedIndia flag

TCS.BO · Technology · Information Technology Services · Market cap $130.53B

1 fund in our archive has pitched Tata Consultancy Services Limited — most recently Baron India Fund in June 2025.

Company profile

Tata Consultancy Services Limited provides information technology (IT) and IT enabled services worldwide. It operates through Banking, Financial Services and Insurance; Manufacturing; Retail and Consumer Business; Communication, Media and Technology; Life Sciences and Healthcare; and Others segments. The company provides TCS ADD, a suite of technology platforms for clinical research and drug development; TCS BaNCS, a financial solution platform; TCS BFSI Platforms, a cloud-native, as-a-service that helps FIs and insurance firms; TCS CHROMA, a cloud-based talent management solution; customer intelligence and insight solutions; TCS ERP on Cloud, a hosted ERP applications and services platform; TCS HOBS, a connected devices management platform; and ignio, an autonomous enterprise software. It also offers TCS Intelligent Urban Exchange, smart cities and enterprises solution; TCS OmniStore, a commerce platform; TCS OPTUMERA, a retail-connected strategic intelligence platform; TCS TAP, a procurement offering; TCS MasterCraft, a platform of intelligent automation products; Quartz- the Smart Ledgers, a blockchain solution; Jile, an enterprise agile planning and delivery tool; TCS iON, an IT-as-a-Service model that provides business solutions; and TCS TwinX, an enterprise digital twin platform. In addition, the company provides cloud, cognitive business, consulting, cybersecurity, data and analytics, enterprise solutions, Internet of Things and digital engineering, TCS interactive, and sustainability services. It serves capital markets; communications, media, and information services; public services; energy, resource, and utility industries; consumer goods and distribution industries; and banking, education, healthcare, high tech, insurance, life science, manufacturing, retail, travel, and logistics industries. The company was founded in 1968 and is headquartered in Mumbai, India. Tata Consultancy Services Limited is a subsidiary of Tata Sons Private Limited.

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Summarize with Warren AI
1
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Between Q2 2025 and Q2 2026, 1 fund letter reported a position in Tata Consultancy Services Limited1 trimmed or exited.

Fund letters reporting a position in Tata Consultancy Services Limited, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261010
Q2 20250001

Fund activity · 1 position · 1 move

  • ExitedBaron India Fund
    June 2026
    During the quarter, we also exited positions in Reliance Industries Limited , Indus Towers Limited , Tata Consultancy Services Limited , Godrej Properties Limited , Kaynes Technology India Limited , and Dixon Technologies (India) Limited , due to uncertainties over durability of earnings growth and/or competitive positioning going forward.
    Read the letterTata Consultancy Services Limited

Fund coverage · 1 thesis

  • Baron India Fund
    June 2025

    Tata Consultancy Services Limited (TCS) is well-positioned to benefit from long-term cloud migration trends, expecting consistent earnings growth and strong shareholder returns despite current market concerns.

    Read the full thesis

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