Whalesbook
TCS apni strategy mein ek bada change la raha hai, jahan woh ab AI ko use karke apni efficiency badha rahe hain aur sirf high-demand tech areas mein hi hiring kar rahe hain. Simple bhasha mein, growth ke liye sirf employee count badhane ke bajaye, woh smart hiring kar rahe hain.
Is fiscal year 2026 mein TCS ne apne employee count ko 23,460 se kam kar diya hai, jisse total workforce 584,519 ho gaya hai. Company ab khaskar Artificial Intelligence, cloud computing, cybersecurity, aur digital engineering jaise crucial fields mein hiring ko prioritize kar rahi hai. Aur haan, annual salary increment cycle bhi wapas aa gaya hai, jismein performance par focus rahega.
Sabse cool baat yeh hai ki TCS ab internal roles allocate karne ke liye AI systems use kar raha hai, aur lagbhag half se zyada assignments toh AI hi manage kar raha hai. Isse project deployment mein speed aati hai aur bulk hiring par dependency kam hoti hai.
Yeh trend poore IT sector mein chal raha hai, jahan AI aur automation talent management ko change kar rahe hain. Lekin, TCS ka P/E ratio (around 18.18 to 19.41) apne historical averages aur competitors jaise Infosys aur HCLTech se thoda kam hai.
Ek challenge yeh bhi hai ki FY26 mein company ke revenue mein 0.5% ka YoY decline dikha hai, jo kuch time mein pehli baar hua hai. Iska matlab AI capabilities abhi traditional services ki slowdown ko fully compensate nahi kar pa rahi hain. AI mein zyada investment se margins par bhi thoda pressure aa sakta hai aur competition bhi tough ho rahi hai.
Anyway, future growth ke liye TCS apni AI-led strategy aur deal wins par depend kar raha hai. FY26 mein unhone $40.7 billion ke TCV wins kiye hain aur Q4FY26 mein AI revenue toh $2.3 billion cross kar gaya. Ab dekhte hain ki yeh strategy company ko aage kaise le jaati hai aur growth ko kaise boost karti hai.