TCS CEO K. Krithivasan discusses how AI is reshaping jobs in India, why layoffs aren’t expected, and where new opportunities are emerging. From hiring trends to the future of Indian IT, he explains why the industry will evolve – not decline.
Following Q4 FY26 results, brokerage targets for TCS are generally constructive, ranging from ₹2,275 to ₹3,540, with many analysts maintaining a “Buy” or “Overweight” rating. Strong deal wins and AI revenue growth (7.5% of total) are key drivers, though some brokerages reduced targets due to cautious growth visibility
Key Brokerage Targets (Post-Q4 FY26):
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- Morgan Stanley: Overweight – ₹3,540
- Nomura: Buy – ₹2,930 (previously 3,350 reported in some updates)
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