TCS Q1 Preview: CEO Krithivasan Faces Big Test Amid Slow Growth and Uncertainty
TCS Earnings Preview: All Eyes on CEO Krithivasan Amid Macro Challenges
As Tata Consultancy Services (TCS), India’s largest IT services company, gets ready to announce its Q1 FY26 results, the spotlight is firmly on CEO K. Krithivasan. With growth slowing over the past three years and increased macroeconomic uncertainties, this earnings call will be a litmus test for the company’s leadership and long-term strategy.
Slower Growth Raises Concerns
TCS has reported the slowest growth among India’s top three IT firms in FY25, continuing a trend of declining performance. Two of these years have been under the leadership of Krithivasan, who took charge amid an already cooling global tech spending environment.
Investors and analysts will be watching closely for signals of a turnaround strategy, especially as the company faces rising competition, client spending cuts, and talent challenges.
Leadership Shuffle Signals Change
Interestingly, TCS had earlier said it wouldn’t replace former COO N.G. Subramaniam after his retirement in May 2024. However, just a few months later, the company shifted gears.
On April 10, 2025, TCS announced two major appointments:
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Aarthi Subramanian as President and Chief Operating Officer – previously the Group Chief Digital Officer at Tata Sons.
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Mangesh Sathe as Chief Strategy Officer – formerly CEO of Tata Strategic Management Group.
These hires suggest that TCS is now focusing more aggressively on redefining its strategic direction and internal operations.
What to Expect from the Q1 Results?
Here are five key areas analysts are expected to focus on during the Q1 earnings announcement:
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Revenue and profit growth – Will TCS manage to show signs of recovery?
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Client demand outlook – Especially in key markets like the US and Europe.
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Digital and cloud services traction – A major area of growth for competitors.
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Impact of leadership changes – Can the new COO and CSO help accelerate transformation?
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Hiring and attrition trends – How is TCS managing its talent in a tight job market?
Final Thoughts
CEO Krithivasan is clearly at a critical point in his leadership journey. With growth slowing and investor pressure mounting, the coming quarters will determine whether these recent strategic moves can revitalize TCS’s performance.
Reference from:- https://www.livemint.com/companies/company-results/tcs-results-tcs-earnings-tata-consultancy-services-k-krithivasan-aarthi-subramanian-coo-mangesh-sathe-cso-tcs-bsnl-11752048984386.html