TCS警告美国关税可能会损害客户,但认为2026年财政可能增长。 TCS warns US tariffs could harm its clients, but sees potential growth in fiscal 2026.

印度最大的IT公司TCS警告说,美国关税可能会损害其零售、旅行和汽车客户,他们可能在不确定的情况下降低成本。 TCS, India's largest IT firm, warns that US tariffs could hurt its retail, travel, and auto clients, who might cut costs amid uncertainty. 尽管损失了Q4收入,但CEOK Krithivasan认为2026年财政情况更好,因为软件有可能升级和供应商合并,使TCS受益。 Despite missing Q4 earnings, CEO K Krithivasan sees fiscal 2026 as better due to potential software upgrades and vendor consolidation, benefiting TCS. 该公司从北美获得一半的收入,预期短期关税问题会很快得到解决。 The company, which gets half its revenue from North America, expects short-term tariff issues to resolve soon.