TCS Crosses $30 Billion Revenue In FY25, Sees Gen AI As A Civilisational Shift
IT major Tata Consultancy Services (TCS) crossed $30 billion in revenue in FY25, with an operating margin of 24.3%. Chairman N Chandrasekaran calls out that generative AI is the single most transformative force in 2024, and it is not just another tech cycle—it is a civilisational shift, according to TCS' annual report 2024-25.
TCS is seeing Gen AI's widespread adoption accelerating, powered by parallel advances in semiconductors, cloud computing, quantum technologies, robotics, and energy innovation. GenAI is redefining analytics, customer experience, and marketing.
“I believe every industry stands to benefit from GenAI—and the IT industry is no exception. TCS is uniquely positioned to lead this transition. With our domain expertise, deep client relationships, and contextual knowledge, we are the ideal partner for enterprises seeking to build AI-first cultures, transform supply chains, navigate energy transitions, and build resilient and adaptive operations,” the Chairman said in a note to shareholders.
IT and business services are moving toward autonomous operations. Software development is being redefined by AI-led modernisation, as legacy code is being transformed rapidly. Agentic AI is being embedded deeply into enterprise systems, he added.
“TCS is proactively leading this change. We have systematically infused AI across our offerings and built intelligent agent solutions throughout the value chain. In 2025, we will have the largest AI-trained workforce in the industry and have launched our enterprise-grade GenAI platform,” Chandrasekaran said.
The IT major plans to establish a large pool of AI agents working alongside the human workforce and deliver solutions through a human+AI model. Third, it will also consciously invest in AI data centres and cloud infrastructure. TCS will be forging industry-best partnerships with hardware providers, solution innovators, and startups.
TCS CEO K Krithivasan, in a letter to shareholders, noted that significant innovation is happening in the AI ecosystem across infrastructure, data platforms, models and AI-native business applications. “These innovations are forcing companies to invest in technology modernisation and rapidly adopt AI to meet evolving customer expectations. Across industries, clients are increasingly shifting their focus from a use-case-based approach to ROI-led scaling of AI,” he added.
The IT major is establishing AI Centres of Excellence for scalable enterprise AI strategies, creating AI Labs for technology experimentation with clients, providing domain AI solutions for business operations with over 150 AI agents and setting up sovereign secure Cloud with integrated AI.
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