TCS Bets Big on AI: Reveals Next Growth Engine to Analysts

• TCS identifies AI as its primary future growth driver, revealed at Analyst Day.
• Aims to become the world's largest AI-led IT services company.
• AI revenue is $1.5 billion annually (5% of total), growing rapidly at 38.2% YoY.
• Company has $6.3 billion cash for AI investments, new ventures, or acquisitions.
• Maintains 26-28% operating margin target, ensuring profitability with AI focus.

Why It Matters: TCS positions AI as its core growth engine, backed by strong financials and rapid AI revenue expansion.