Whalesbook
AI se 'Skill Count' ka Naya Trend
Tesco India ke CEO, Sumit Mitra ne bilkul clear kar diya hai ki ab kaam karne ka tareeka badal raha hai. Woh bol rahe hain, "Ab headcount ka khel nahi hai, ab 'skill count' ka time hai. Sahi talent ko, sahi cost par, sahi jagah, sahi time par pakadna hai jo sahi results de." Isko woh tech sector mein ho rahe "random violence" se compare kar rahe hain, matlab ki job cuts ka drama nahi. India mein jo 5,500-6,000 log kaam karte hain, unke liye AI ka matlab jobs khatam hona nahi, balki roles ka evolve hona hai. Ab insaan AI ke saath kaam karenge, AI ke results ko validate karenge aur data ki accuracy check karenge.
India Bana Global Operational Backbone
Tesco ne India mein 2003 se investment kar rakhi hai, aur unke Tesco Business Solutions aur Tesco Technology waale operations company ke global retail network ka ekdum 'backbone' ban gaye hain. Yeh log stores ke design se lekar saal mein lagbhag 60 naye stores launch karne tak mein help karte hain. Woh kisi third-party ko outsourcing karne ke bajaye khud ka 15-acre ka campus Bengaluru mein banaye hue hain, jahan specialized skills develop ki gayi hain. Ab woh 300-400 naye roles bhi add kar rahe hain, par overall headcount stabil rakha hai. AI ki wajah se reconciliation aur supplier payments jaise routine kaam ab automatic ho rahe hain, aur bande ab zyada complex assurance aur oversight wale kaam par focus kar payenge.
Market Aur Sector Ki Chaal
Poori duniya mein retailers AI ka istemaal karke apna kaam better bana rahe hain. Competitors bhi AI se workforce manage kar rahe hain, demand forecast kar rahe hain, aur customer experience sudhaar rahe hain. Microsoft aur Google jaise bade players retail sector ko AI solutions de rahe hain. Jahaan kuch tech companies ko lagta hai ki AI se unki jobs ko khatra hai, wahin Tesco jaise retailers AI ko use karke apna logistics improve kar rahe hain, customer data analyze kar rahe hain aur costs cut kar rahe hain. Isi wajah se Tesco PLC ka stock February 2026 se pehle wale hafte mein lagbhag 10% bhaga tha, jabki kuch software stocks neeche aaye.
Brokerage Aur Risks Kya Bol Rahe Hain?
Analysts ki rating mili-juli hai. Zacks Research ne January 2026 mein Tesco ko 'strong sell' bola tha, par doosri taraf kai firms 'buy' rating de rahi hain, jisse overall 'Moderate Buy' rating banti hai. Kuch logon ko lagta hai ki 'skill count' par focus karna ek defensive move ho sakta hai, shayad company andar se kuch pressures face kar rahi ho. Tesco UK mein 28 mahine se apni market share maintain kiye hue hai, par tech services mein unki asli taakat kitni hai yeh abhi dekhna padega. Unka P/E ratio lagbhag 19.0x ke aas-paas hai, jo ek grocery business ke liye historically high mana jaata hai. AI mein itna paisa lagana achha hai, par operating costs badh sakte hain aur workforce ko continuously upskill karna bhi ek challenge hai.
Future Outlook
Analysts ka kehna hai ki Tesco ka share price 478 pence tak ja sakta hai, matlab abhi ke levels se lagbhag 12.5% ka upside mil sakta hai. Saath mein dividend yield ki bhi ummeed hai. Tesco ka AI par focus aur India mein unke strong operations unko global market mein ek advantage denge. Yeh model long-term mein unko aur stable bana sakta hai, jabki industry mein aur bhi bade changes aa sakte hain.