India says TCS, retailers, travel customers are more exposed to us than tariff confusion

By Haripriya Suresh and Sai Isharbharath B

Bengaluru (Reuters) – India’s Tata Tata Consulting Services are more exposed to more than US tariffs in retail, travel and car sectives, and if uncertainty continues, CEO has told CEO.

The bank and financial services sector – are equal to one-third of revenues for India’s largest program exporter – remain ineffective, TCS Top Boss K Krakivasan said.

Global Trade War and US President Donald Trump hesitates the difficulty of predicting market conditions in connection with the tariffs, and signing a signing of great spending decisions.

“Consumer work, hospitality business, travel, automotive industry, are the businesses we have to watch.

Retail and manufacturing company are second and fourth largest income contributors, while banking remains the largest.

TCS wins half of North America’s revenues that have an important market for Indian IT service providers who have exposed to the exposure of tariffs through US customers.

The company missed the fourth quarterly earnings evaluation on Thursday and warned the decision on customers’ decision on the arbitrary projects.

TCS is waiting for uncertainty to be “shortened”.

Krithivasan, Krithivasan, who expected that it would be better since 2026, will be better than 2025, because inherited programs and systems may have to change the medium level.

TCS also helped a tendency to strengthen a trend of customers to gain a market share of the company.

“Especially when customers look at the optimization of costs such as the main focus area, they will try to reduce the number of service providers. TCS has benefited from these consolidations in FY25,” Krithivasan said.

(Edit by Haripriya Suresh and Sai Isharbharath B; Devika Syamnath)