TCS sets sights on becoming world’s largest AI-led tech services company

India’s largest IT services company, Tata Consultancy Services, has said it aims to become the world’s largest AI-led technology services company as enterprise demand for artificial intelligence moves from pilot projects to large-scale deployment.

In his letter to shareholders in the company’s Annual Report for 2025-26, Chief Executive Officer and Managing Director K Krithivasan said 130 of TCS’s top 139 clients have already chosen the company as their AI services partner.

Krithivasan said FY26 marked an “inflection point” for enterprise AI as customers shifted from experimentation to scaled implementation.

“To realise the opportunities offered by AI, we set out a bold aspiration to become the world’s largest AI-led technology services company. Our strategy to realize this aspiration, is to be a full-stack AI services player from Infrastructure to Intelligence,” Krithivasan wrote.

TCS Chairman N Chandrasekaran said artificial intelligence is rapidly becoming the “infrastructure of intelligence” for enterprises globally and is no longer just another technology layer.

In his message to shareholders, Chandrasekaran said the company has expanded the execution of its ‘Human+AI’ operating model, generating an annualised revenue of USD 2.3 billion in AI services and USD 11.5 billion in new-age services, including cloud, data and cybersecurity.

He said AI will influence how companies invest, organise supply chains, manage risks and serve stakeholders. Chandrasekaran added that generative and agentic AI are entering a new phase of growth as businesses increasingly integrate AI into core operations after moving beyond pilot programmes.

The chairman also outlined the company’s future strategy around secure, resilient and sovereign AI infrastructure.

According to Chandrasekaran, TCS plans to build an AI operating system designed for industries to speed up the deployment of agentic AI solutions.

The company also plans to build India’s first AI-focused data centre with a rack density of more than 160 KW. TCS said it will continue strengthening its “Infrastructure to Intelligence” offerings through partnerships with hyperscalers, frontier AI firms and industrial OEMs.

Chandrasekaran said India is emerging as a strategic “+1” destination for AI infrastructure as global constraints linked to power, compute and geography continue to increase.

TCS reported a 12.22 per cent rise in net profit for the March quarter at Rs 13,718 crore, helped by improved profit margins.

For FY26, profit after tax rose 1.35 per cent to Rs 49,210 crore from Rs 48,553 crore in FY25.

The company added 2,356 employees in the January-March quarter, taking its total workforce to 584,519 as of March 31, 2026. It marked the first quarter of net employee additions after two straight quarters of decline.

TCS also signed new deals worth USD 12 billion during the March quarter, with North America contributing USD 5.4 billion and the banking, financial services and insurance segment contributing USD 2.8 billion.