Tata Consultancy Services (TCS) Chairman N. Chandrasekaran has outlined an ambitious artificial intelligence-driven transformation strategy, positioning AI as the core “infrastructure of intelligence” for global enterprises. His remarks came in the company’s Annual Report for 2025–26, where he emphasized that AI is rapidly evolving from a supporting technology layer into the foundational operating system of modern business ecosystems.
Chandrasekaran noted that enterprises worldwide are now shifting from experimental AI pilots to large-scale deployments, integrating generative AI and agentic AI into core business functions. He highlighted that AI will fundamentally reshape how organisations design supply chains, manage risk, deploy capital, and engage with stakeholders, marking a structural shift in enterprise operations rather than a technological upgrade.
According to the report, TCS has already scaled its “Human AI” operating model significantly, generating an annualised revenue of $2.3 billion from AI services and $11.5 billion from new-age offerings, including cloud, data, and cybersecurity. The company also secured new deals worth $12 billion in the March quarter, with North America contributing $5.4 billion and the banking, financial services and insurance (BFSI) segment accounting for $2.8 billion.
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Outlining the company’s forward-looking strategy, the TCS Chairman identified four key focus areas to strengthen its AI-led growth roadmap. These include building an AI operating system for industries to accelerate agentic AI deployment, constructing India’s first AI-focused data centre with rack density exceeding 160 KW, and expanding infrastructure-to-intelligence capabilities through 3,600 partnerships with hyperscalers, frontier AI companies, and industrial OEMs. The fourth pillar focuses on establishing secure, resilient, and sovereign AI infrastructure, reflecting growing global emphasis on data security and digital sovereignty.
The report also highlighted TCS’s financial performance for the fourth quarter of FY26. The IT major reported a 29% sequential rise in consolidated net profit at ₹13,720 crore for the quarter ended March 31, 2026, compared to ₹10,657 crore in the previous quarter. The result slightly exceeded Bloomberg analyst estimates of ₹13,581 crore, indicating steady operational momentum.
Revenue from operations grew 5.5% quarter-on-quarter to ₹70,698 crore, surpassing expectations, while EBIT rose 6% to ₹17,870 crore. The EBIT margin stood at 25.3%, broadly stable compared to the previous quarter. The company also reported a marginal increase in attrition to 13.7% and a rise in headcount to 5,84,519 employees, reflecting ongoing hiring in key digital and AI segments.
TCS also announced a final dividend of ₹31 per share for FY2025–26, rewarding shareholders alongside its quarterly results. The company said its continued investment in AI, cloud, and cybersecurity will remain central to its strategy as global enterprises accelerate digital transformation and AI adoption at scale.
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