TCS share price declined 2.75% to Rs. 3,082 amid US H-1B visa fee hike concerns.
Technical indicators show support near Rs. 3,128 and resistance around Rs. 3,178-Rs. 3,201.
Analyst ratings remain mixed but moderately positive; fundamentals remain strong despite geopolitical risks.
Tata Consultancy Services (TCS), India’s largest IT services company, witnessed a sharp decline in its share price on September 22, 2025. The dip came as Indian stock markets open lower following the Donald Trump administration’s decision to impose a steep hike in H-1B visa fees.
TCS share price today slipped by 2.75% to trade at Rs. 3,082 per share, down from the previous close of Rs. 3,169.20. The stock hit an intraday low of Rs. 3,065 before recovering slightly, while volumes surged to over 2.29 million shares, reflecting heightened investor activity. The decline wiped off a portion of its market capitalization, which now stands at around Rs. 11.15 lakh crore. Let’s explore TCS share price analysis based on real-time data from Moneycontrol.
The US administration announced that the cost of applying for an H-1B non-immigrant visa would now be $100,000 (Rs. 88 lakh). It is a big jump from the earlier fee of $2,00-$5,000. The move is intended to discourage American companies from hiring foreign workers, instead encouraging them to train and employ US graduates.
Since Indian professionals account for nearly 71% of all H-1B visa approvals, the policy change directly impacts IT giants like TCS, Infosys, and HCLTech. These companies rely heavily on skilled Indian engineers working onsite in the US. The news sparked panic among Indian IT investors, leading to a sector-wide selloff.
TCS stock has been consolidating after a sharp correction from its 52-week high of Rs. 4,494.90. The stock is currently trading only marginally above its 52-week low of Rs. 2,991.60, suggesting that downside risks remain.
TCS share price chart on Moneycontrol shows a dip of 3.10% in intraday trade:
Offering investors a healthy dividend yield of 4.09%, TCS also reported a trailing twelve-month EPS of Rs. 136.19, marking a 5.18% year-on-year growth. Its price-to-earnings ratio stands at 22.63, notably lower than the sector average of 28.85, making it relatively attractive from a valuation perspective.
The Fibonacci support level for the stock lies near Rs. 3,128, while resistance is seen around Rs. 3,178–Rs. 3,201. If the stock breaches support levels, analysts fear it could test its 52-week low in the near term.
Also Read: Stock Market Today: Sensex Falls 180 Points, Nifty Trades at 25,289, IT Stocks Crash as TCS Leads with 2.76% Drop
Despite today’s slump, analyst sentiment for TCS shares is mixed but moderately positive. Out of 44 analysts on Moneycontrol, 43% recommend a Buy, 25% rate it as Outperform, 20% suggest a Hold, while 12% advise Underperform or Sell.
TCS stock’s fundamentals are strong with consistent revenue growth, cash flows, and healthy dividend payouts. However, its global business model makes it vulnerable to US immigration and visa-related policies.
India’s Ministry of External Affairs has expressed concern, stating that the fee hike could disrupt families and strain US-India ties. The government has emphasized the importance of skilled talent mobility in fostering innovation and economic growth in both countries. Industry leaders are also expected to lobby for a review of the policy. Thus, highlighting that Indian IT companies have contributed massively to US competitiveness and job creation.
The sharp fall in TCS share price today underscores the heavy dependence of Indian IT companies on US visa policies. While the fundamentals of TCS are strong, geopolitical risks continue to weigh on investor sentiment. In the short term, market volatility is likely to persist. However, in the longer run, the company’s strong client base, digital transformation expertise, and global delivery model may help it navigate the policy challenges.
Also Read: US Stock Market Today: NASDAQ climbs 0.3%, S&P 500 gains 0.1%, Dow Jones rises 0.1%, Tesla surges 1.8%
1. Why did TCS share price fall today?
TCS shares fell 2.75% to Rs. 3,082 after the U.S. announced a significant increase in H-1B visa fees. Indian IT companies, including TCS, rely heavily on professionals working onsite in the U.S., prompting investor concerns.
2. What is the current technical snapshot of TCS stock?
TCS is trading at Rs. 3,082, with a day’s high of Rs. 3,106.90 and low of Rs. 3,065. The 20-day average volume is 2.53 million shares, dividend yield is 4.09%, and P/E ratio stands at 22.63, below the sector average.
3. How does the H-1B visa fee hike affect TCS and other IT firms?
The $100,000 fee hike for new H-1B visas increases operational costs for IT companies relying on Indian talent in the U.S. This may impact project timelines, profitability, and investor confidence in the short term.
4. What are analyst ratings on TCS after today’s decline?
Out of 44 analysts, 43% recommend Buy, 25% Outperform, 20% Hold, and 12% suggest Underperform or Sell. While the stock faces short-term pressure, fundamentals like revenue growth, cash flow, and dividend payouts remain strong.
5. Is TCS a good investment at the current price?
TCS’s current price of Rs. 3,082 and P/E of 22.63 indicate relative value compared to sector averages. Long-term prospects remain positive due to a strong client base, digital expertise, and global delivery model, but geopolitical risks persist.