• Financial performance: Fourth-quarter revenue remained flat at ₹2,925 crore due to lower average salaries from tier 2 and tier 3 hiring and an NBFC headcount loss, while net profit surged 26% to ₹46 crore. Total headcount stands at over 3,30,000 across general staffing, specialized staffing, and apprenticeships.
• AI hiring dynamics: AI is disrupting basic coding, testing, and back-office functions, while driving strong premium demand for cybersecurity, AI, and data analytics professionals across GCCs and enterprises. However, revenue-generating and feet-on-street positions, which comprise 70% to 80% of entry-level jobs, remain largely insulated.
• Contract workforce strategy: To manage technological uncertainty and mitigate the morale and reputation risks of direct layoffs, TeamLease is advising clients to maintain 20% to 30% of their workforce on flexible, temporary contract models.
• Sectoral growth outlook: Strong hiring traction is being driven by quick commerce, retail expansion in smaller towns, telecom formalization, pharma, and hospitality. While manufacturing and BFSI underperformed over the past year, both sectors are expected to see hiring recoveries during FY27.