Enterprise Software
Tata Consultancy Services (TCS)
India's largest IT services company, scaling its AI business to a $2.6 billion annualized revenue run rate in 2026 while carrying a $9.5 billion order book that includes a marquee AI-led transformation deal with SKF. TCS has adopted Google Cloud's next-generation agentic AI platform, Gemini Enterprise, to let its workforce build advanced agentic AI solutions for clients, even as AI-driven automation has begun to slow IT hiring and pressure margins across the Indian outsourcing sector broadly.
Sources
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Evidence
1 source · 60% avg. source confidence
- TCS — TCS begins FY27 with continued growth; wins multiple AI transformation deals60% source confidence
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The Story So Far
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Tata Consultancy Services (TCS)'s Timeline
A sourced, dated history of Tata Consultancy Services (TCS)'s key moments — founding to present.
Jan 2026 · AI business reaches $2.6B run rate
TCS scaled its AI business to a $2.6 billion annualized revenue run rate, backed by a $9.5 billion order book including a major AI-led deal with SKF.