TCS Q1 Results to Be Announced on July 10: Market Braces for Impact:-
Discuss some important companies and some important updates related to them The name of the first company is TCS i.e. Tata Consultancy Services. Disclaimer that all the news and updates related to the companies that we will cover are only for educational purposes and are not any kind of investment advice. You can also do your own research and analysis. About the IT sector, the biggest IT company in the whole world is Accenture. But the second largest IT company we get to see is TCS and TCS is the biggest IT company in India. When the market leader of any sector is about to publish its results, then that company remains in focus but along with it the other companies of that sector also remain in focus. Because on this basis, investors get an idea about how we will see the numbers of other companies. So if we talk about next week then TCS is going to publish its quarterly results and if we talk about the date of the quarterly results, friends, then we are going to see it on 10th July. And we will also discuss the expectations of the result reported by the company. But at this time, we will see what the market is expecting from the entire IT sector this time in Q1.About next week then the entire market will be in focus because of TCS because ultimately the market cap of TCS is very big. So let’s talk about a big company like HDFC Bank, Reliance or TCS. When it is about to publish its results, then ultimately the whole market keeps an eye on the results of that company.
Trump Tariffs in Focus as 90-Day Pause Ends July 9:-
Along with that you will see another news in focus which is Trump’s tariffs. Now you all know that we got to see the 90 Days Terrible Pause, the ending of which we will see on July 9. So the ending will be seen on July 9 and we will get to see the complete details of the tariff trades between India and the US. If we look at the current time, very tight negotiations are going on. We are seeing such reports. So, it is possible that by the 9th we may get to see news of the trade deal between India and the US and on the 10th, due to the Q1 results of TCS, you will ultimately see the market paying attention to TCS as well. Now friends, after covering all these things we will know what ultimately the market is expecting from the IT sector.
IT Sector Expectations: Steady Growth Projected in Q1 FY26:-
About quarter one, then the brokerage house has published its data in which they have said that the numbers of Indian IT companies will be seen growing by at least 6% on year on year basis and the EBITDA of the company will be seen growing by 7% and profit after tax will be seen growing by 6.5%. Now if we compare this data with the previous quarter, the numbers reported by TCS in the last quarter were seen to have increased by almost 5% on year-on-year basis, and in the quarter before that, it had increased by almost 5%. So, the data that we covered was not of TCS. It was about companies of the entire IT sector. The average was calculated. So, it is possible that we may see slightly different results in Q1 as compared to the TCS results we saw in Q3 and Q4. And it will be very interesting to see what will be the company’s guidance after the Q1 results. And you can note down all these things and carry them along. If you are a shareholder of TCS or any IT company which does similar business like TCS. But yes, do not consider all these things as any kind of recommendation. All things are for educational purpose only.
Tata Motors Eyes ₹6,500 Crore from PLI Scheme by 2028:-
The next company is Tata Motors LED. Now if we talk about Tata Motors, in the recent times neither the business of Tata Motors has been seen running well nor have we heard any positive news related to Tata Motors. But now we are hearing a news that Tata Motors is currently focused on earning Rs 6500 crore. Now where will she earn money from brother? So it will earn through the PLI scheme which is generated through the government. We can say this. So it is told here that under PLI Scheme by 2028 the company wants to secure around Rs. 6500 crores. This is the M of the company. And how will the company do this brother? So the company will expand its EV portfolio. Whether we talk about passengers or commercial segments. In this, the company will also be seen bringing many new models. The company will be seen increasing its productions and due to this, the company can be seen taking the benefits of maximum PLI scheme while sustaining the growth.
Tata Motors Faces EV Market Share Decline:-
About the problems of Tata Motors in the recent times, then one of the biggest problems is that the large market share that they had in the EV sector is slowly going away. If we talk about June 2025, then we saw 53% contribution of the total EV sales coming from Mahindra and MG Motors. And we saw 35.8% coming from Tata Motors, which at one time had a market share of over 80%. So we are continuously seeing a decline in market share. Due to this decline, we can clearly see its impact in the growth rate of the company. Where earlier we saw the company’s revenue growing at double digits. The growth rate in same profit also looked quite good. Which has not been seen in the last 1 year. The company has continuously lost market share. Now can the company get all these things back ? So the only solution would be if the company appears to be doing things a little better on its balance sheet.
Tata Motors Prioritizes Debt Reduction Over New Investment:-
About Tata Motors, at present the main focus of this company is to finish its debt. We want to become a debt free company. So right now, we can say that the company’s focus is more on repaying the debt rather than on investment. And it is possible that the company may be seen repaying its debt in the coming financial years. Now just look at the data for the financial year 2025. The company had taken a loan of Rs 13,000 crore. But how much did you repay? ₹21,000 crore. Now if you look at 24, a loan of Rs 18,000 crore was taken but what was the repayment? ₹47,000 crores. And if you look at the period before that, they took a loan of Rs 43,000 crore and how much was the repayment? 62,000 crores. So, we can say that right now the company is focusing more on debt repayment and we are clearly seeing its impact. In 23, the debt was Rs 134,000 crore which if you look at the current time, you can see it coming down by almost 40, 45, 50%. So now after debt repayment, if the company brings its debt to a low level. So it is possible that the company may make huge investments to regain its market. So keep this thing in mind and do some research on it.
Polycab Secures ₹6,448 Crore Order from BharatNet via BSNL:-
About the next company whose name is Polycab India. Now if we look at the past few times in Palicab India, we are getting to see some big news. In this, we saw a news related to the order that Polycab India had secured an order worth Rs 6448 crore from Bharat Net. Now this Bharat Net contract which the company i.e. Polc India got from BSNL, we can say for B Net. Now if we see, the size of the deal was quite right and as per the size of the deal, there is no doubt that if we look at it from the business point of view, then we can consider it as quite good news. But there are some things which may not be good for Tata, sorry not Tata, Polycab India. The news here is that some companies may get entry in the large cap category in which the name of Mass is seen. The name of Indian Hotels is visible. The name of Solar Industries is visible. This is not an official news yet.
Polycab India May Exit Large Cap as Sector Re-Rating Looms:-
If some company enters the large cap sector from mid cap to large cap, then it does not mean that some company is also going to move from large cap to mid cap. So all these companies can enter the large cap sector from mid cap to large cap. This is what the reports here are saying. But the report also says that some of the companies that will come in the large cap to mid cap category will include the names of Hero Motorcop, PLCP India and companies like SWGI, it can be demoted from mid-C to large cap, sorry large cap to mid-C. So of course all these things can be important if you are a shareholder of PLCP India, you should do research on the basis of all these things because all these things are basically for those who work in mutual funds. About mutual funds, mainly if they want to diversify their risk, they do it like this that they put their maximum part in large cap, then in mid cap and then put the remaining part in small cap, so if a company goes from mid cap to large cap, then the inflow of mutual funds in it may increase and when it comes from large cap to mid cap, the inflow of mutual funds may decrease, but ultimately if the growth is good then all these things do not affect many companies that much, this is also important, you should also pay attention to this once.
WNS Global Services Announces 1:5 Stock Split:-
The next company whose name is ZDS WNS LED. Recently the company has announced stock split in the ratio of 1:5. In which the company has decided to give five equity shares to its investors in exchange for one share. So if you are a shareholder of this company then this news can definitely be important for you. If you are not a shareholder, you can ignore it.