Tata Consultancy Services (TCS) shares saw a moderate rise as the company introduced a comprehensive shift toward AI-led enterprise transformation.
The announcement was made during its recent Analyst Day, where it disclosed a multi-pronged strategy focused on integrating AI deeply within its business operations.
On December 18, 2025, TCS shares climbed to ₹3,238 after the company revealed a structured move from traditional digital services to AI-powered business solutions.
The plan is structured around five core pillars: internal AI transformation, reshaping service delivery with AI, developing future-ready AI talent, real-world AI deployment for clients, and expansion of the AI partner ecosystem including mergers, acquisitions, and full-stack investments.
The company is integrating AI at every operational level, including transitioning from simple automation tools to autonomous AI models aimed at enhancing productivity and maintaining margins.
TCS disclosed that it currently has over 5,000 AI-related engagements across its client base. The annual revenue run rate from these AI services has reached approximately $1.5 billion, marking a 16.3% quarter-on-quarter rise.
Additionally, 85% of large clients, defined as those with annual spending over $20 million, are already using TCS’s AI solutions.
Read More: TCS Expands Global Footprint with Incorporation of Wholly Owned Subsidiary in Bhutan!
The company also reported strong progress in AI skill-building among its workforce. Nearly 1,80,000 employees have been trained in advanced AI capabilities. Simultaneously, it has strengthened its consulting and advisory base to align with AI service expansion strategies.
TCS continues to explore acquisitions that enhance its enterprise AI offerings, covering high-demand domains including Salesforce technologies.
Despite the increased investments in AI capabilities, TCS reiterated its operating margin expectations of 26% to 28%.
The firm also maintained its goal of delivering returns between 80% and 100% of free cash flows to shareholders, demonstrating a balance between innovation and fiscal discipline.
As of December 18, 2025, at 11:22 AM, Tata Consultancy Services share price on NSE was trading at ₹3,249.90 up by 1.00% from the previous closing price.
TCS’s structured initiative to centre its services around AI has contributed to a recent uptick in share price. Its growing client base in AI engagements and internal workforce alignment indicate a significant transition in the company’s long-term strategic direction.
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Published on: Dec 18, 2025, 1:40 PM IST
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