Sandip Agarwal notes that TCS's robust $12 billion Total Contract Value (TCV) for Q4 indicates stability and intact client spending, defying market fears of a sharp decline due to AI. This strong finish provides near-term visibility for the company's deal momentum.

Sandip Agarwal’s track record: 5 graded calls · 95% CI 12–77%

TCSNeutralCalled 10 Apr 2026Graded 19 Jul 2026