• AI revenue outlook: Management expects AI to expand overall market opportunities rather than shrink revenue, as 20% to 30% productivity gains are reinvested into transformation backlogs, data architecture, and gradual shifts toward outcome-based pricing models.
• Talent and headcount: Organizational restructuring for a future-ready workforce is complete, with the company having hired over 44,000 campus graduates last year and issued 25,000 fresh offers for the current year while stepping up advisory and consulting talent.
• Order book momentum: TCS closed the financial year with a $40 billion order book on the back of $12 billion in quarterly bookings, adding four clients to the $100 million-plus category and securing three mega deals.
• AI revenue expansion: Annualized AI revenue increased quarter-on-quarter from $1.8 billion to $2.3 billion, supported by ecosystem partnerships with OpenAI and AMD, while revenues from the planned 1-gigawatt data center are targeted to begin around CY28.