The argument that AI agents will trigger massive layoffs and restructuring is being challenged by a different reality. Rather than being replaced by agentic AI, Indian IT firms are serving as a crucial integration layer, making these agents operational and…

Tata Consultancy Services turned months of AI talk into hard metrics in the third quarter of FY26, showing that the company’s aggressive pivot toward AI is now starting to move the topline, the order book, and even margins in the right direction. For the…

Indian IT’s next phase of growth will not come from adding thousands of engineers to delivery teams, but from fundamentally reshaping how technology services are built, sold and scaled in an AI-first era.  That was the central message from industry leaders…

Three earnings reports. Three approaches to artificial intelligence. And one clear signal that Indian IT has moved beyond experimentation.  In the December quarter, TCS, HCLTech and Infosys all show that AI now drives real business. The difference lies in…

In the third quarter of FY26, AI quietly influenced every aspect of Tech Mahindra’s growth, even as the company opted not to disclose AI revenue figures, unlike Infosys and Wipro. The results show the IT firm rebuilding momentum through execution, margins…

The government is yet to make the new labour codes fully effective, but they are already impacting the bottomlines of Indian IT giants. During the third quarter of FY26, TCS, Infosys and HCLTech together incurred Rs 4,373 crore as additional cost.  The new…

India’s top IT services firms entered the December quarter carrying the promise that AI would lift growth, protect margins, and pump momentum into a sector that had been slowing for the past two years. That promise was delivered.  Revenues rose across the…

Mid-cap IT delivered the only real surprise of the December quarter. While the big five crawled through yet another soft season, talking up AI at every turn, LTIMindtree and Persistent Systems ran ahead of expectations. Revenues beat estimates, and growth…

India’s top IT services companies are showing a visible disconnect between revenue movement and workforce expansion. December-quarter disclosures from Tata Consultancy Services (TCS), Infosys, HCLTech, Wipro, and Tech Mahindra indicate that changes in revenue…

After decades of layering new software on top of ageing enterprise systems, companies are running into the limits of legacy technology, believes Mphasis CEO Nitin Rakesh.In a detailed post-earnings interaction, Rakesh said the IT services firm is positioning…