
Indian IT firms are accelerating their shift from traditional manpower-led outsourcing to AI-native, outcome-based delivery models. This transition is driven by moderating revenue growth and client demands for measurable productivity gains. Top-tier companies like TCS are leading this change, with TCS reporting a $1.5 billion AI revenue run-rate. Mid-sized firms, such as Coforge through its acquisition of Encora, are also actively repositioning towards higher-margin, IP-backed engagements, signaling a sector-wide strategic reset.