BENGALURU, April 10 (Reuters) - India's largest software

services provider Tata Consultancy Services posted

lower-than-expected revenue for the fourth quarter due to

persistent weakness in North America, its largest market.

Its consolidated revenue rose 5.3% to 644.79 billion rupees

($7.49 billion) in the quarter. Analysts, on average, expected

647.58 billion rupees, per data compiled by LSEG.

India's $283 billion IT sector was counting on U.S.

President Donald Trump to revive client confidence and

discretionary spending in its biggest market, but analysts now

expect tariff-induced uncertainty to limit corporate budgets in

America.

Quarterly net profit for TCS fell 1.69% to 122.24

billion rupees, compared with analysts' mean estimate of 126.54

billion rupees.

Deal wins for the quarter stood at $12.2 billion, down

from a record $13.2 billion in the same period last year.

Emerging markets led growth for the second consecutive

quarter, while the U.S. market remained under stress.

TCS Chief Financial Officer Samir Seksaria said in a

statement the company delivered profitability and cash flows "in

a very challenging environment".

Revenue in banking, financial services and insurance

(BFSI), the company's largest vertical, grew 2.5%, while

verticals such as consumer business, life sciences and

healthcare, manufacturing, and communications and media,

declined year-on-year.

The Tata Group firm is the first major Indian IT firm to

report results in the current earnings cycle. Smaller rivals

Infosys, HCLTech, Wipro and Tech

Mahindra will report in the coming weeks.

Accenture ( ACN ), the world's largest IT services company

and a bellwether for the Indian IT industry, last month warned

that spending on discretionary projects in the quarter was

constrained and flagged no meaningful increase in client

budgets.

TCS shares closed 1.4% lower on Wednesday, with a basket

of IT stocks dropping more than 2%. The Nifty IT

index has dropped 10.4% since Trump announced reciprocal tariffs

on dozens of countries.

($1 = 86.1390 Indian rupees)

(Reporting by Haripriya Suresh; Editing by Devika Syamnath)