Coforge Leverages AI, Cloud to Hit $2B Revenue by FY26

• Coforge aims for a $2 billion quarterly revenue run-rate by Q4 FY26, driven by AI and cloud-led transformation.
• The company commits to a 14% EBIT margin and will stop issuing revenue/margin guidance from FY27.
• Coforge is doubling down on healthcare and public sector businesses, targeting $500 million each, and will not enter new verticals/geographies for 3-5 years.
• It plans to increase large deal wins to 20 in FY26, up from 14 last year, leveraging hyperspecialization.
• Coforge is strengthening its AI proposition with new platforms like Forge-X and expanded Quasar AI, expecting AI demand to outweigh deflationary effects.

Why It Matters: Coforge's AI/cloud strategy shows how IT firms leverage tech for future growth.