TCS sees GenAI as 'civilisational shift', crosses $30 billion revenue in FY25

N Chandrasekaran, Chairman, TCS

Generative AI was the single most transformative force in 2024 that drove parallel advances in semiconductors, cloud computing, quantum technologies, robotics, and energy innovation; and Tata Consultancy Services (TCS) is leading this change, said chairman N Chandrasekaran in the company’s annual report for FY24-25.

In its letter to shareholders, Chandrasekaran said, “The single most transformative force in 2024 was Generative AI. Achieving near-human reasoning capabilities, GenAI is not just another tech cycle, it is a civilizational shift. Its widespread adoption is accelerating, powered by parallel advances in semiconductors, cloud computing, quantum technologies, robotics, and energy innovation.”

“GenAI is already redefining analytics, customer experience, and marketing. The rise of autonomous robots and AI agents promises a future of ‘dark factories’ and AI-assisted enterprise functions,” he added.

Chandrasekaran shared that TCS has infused AI across offerings and built intelligent agent solutions throughout the value chain. In 2025, TCS had the largest AI-trained workforce in the industry and had launched its enterprise-grade GenAI platform: TCS WisdomNextTM.

Going forward, TCS plans for four distinct progressions. Firstly, to establish a large pool of AI agents working alongside our human workforce. Secondly, delivering solutions through a human+AI model. Thirdly, investing in AI data centres and cloud infrastructure. Fourth, forging industry-best partnerships with hardware providers, solution innovators, and startups.

“This integrated approach will help us bring the best capabilities to every customer, ensuring they are future-ready, resilient, and competitive. We remain steadfastly committed to leading the industry with purpose, innovation, and responsibility,” Chandrasekaran said.

“The path is clear: IT and business services are moving toward autonomous operations. Software development is being redefined by AI-led modernisation, as legacy code is being transformed rapidly. Finally, agentic AI is being embedded deeply into enterprise systems,” he said.

In FY25, TCS crossed the $30-billion mark in revenues and the $20-billion mark in brand value.

K Krithivasan, CEO and MD, TCS said, “. This success is a testament to the early investments we have made in strengthening client relationships, building intellectual property, deepening employee capabilities and expanding the technology ecosystem. I am grateful to every stakeholder for contributing to our growth and success.”

AI drives demand

As of FY25, TCS reported a Total Contract Value (TCV) of $ 39.4 billion. Krithivasan highlighted that this TCV included a balanced mix of large, medium and small deals, which augurs well for the future.

“We saw TCV improvement across markets as clients prioritised initiatives around technology modernisation, cost optimisation, vendor consolidation, operating model transformation, and risk and compliance. We remain closely connected to our customers to help them navigate the challenges impacting their business,” he said.

Krithivasan added, “Significant innovation is happening in the AI ecosystem across infrastructure, data platforms, models, and AI native business applications. These innovations are forcing companies to invest in technology modernisation and rapidly adopt AI to meet evolving customer expectations.”

For the full year, the company’s shareholder payout was Rs. 45,588 crore, with a payout ratio of 94%. The company’s Board had recommended a final dividend of Rs. 30 per share, bringing the total dividend for the year to Rs. 126 per share.