New Delhi: Tata Consultancy Services (TCS) on Monday sharpened its pitch as an AI-led technology services company, outlining a multi-year strategy focused on autonomous services, deep industry context and ecosystem partnerships to drive the next phase of growth. The roadmap was presented at the company’s Analyst Day held on December 17, the transcript of which was filed with stock exchanges.
Chief executive K Krithivasan described generative and agentic AI as a “civilisational shift”, arguing that enterprises are moving from being data-aware to context-aware, where AI systems reason, take decisions and operate with human supervision. TCS said it has completed over 5,000 AI engagements since 2023, with customer satisfaction close to 95%, and AI-related services now generating $1.5 billion in annualised revenue.
The company said 54 of its top 60 clients are already engaged with TCS on AI work, while 85% of customers generating over $20 million in annual revenue use the firm for AI deployments. Quarter-on-quarter AI revenue growth stood at over 16%, with traction visible across BFSI, manufacturing and life sciences.
TCS outlined five pillars for its transformation: becoming its own “customer zero” through internal AI adoption; reimagining services around autonomy; reshaping its talent model; embedding AI into clients’ value chains; and expanding partnerships and acquisitions. The company said it has trained over 180,000 employees in higher-order AI skills and given AI tool access to its entire workforce.
On partnerships, TCS said it is deepening ties with hyperscalers and AI-native firms, while selectively acquiring capabilities to speed up execution. Management reiterated that strong cash flows and balance-sheet strength would support investments as enterprises scale AI from pilots to production.