Tata Consultancy Services (TCS), India's largest IT services company, has filed the transcript of its Analyst Day 2025 held on December 17, 2025, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

AI-Led Transformation Vision

During the analyst day, TCS reaffirmed its comprehensive strategy to become the world's largest AI-led technology services company. CEO K. Krithivasan outlined how the company views the shift from digital to AI as a "civilizational shift" that puts technology at the center of business transformation.

The company has completed over 5,000 AI projects since 2023, with 95% customer satisfaction rates. TCS's AI-related services have generated total revenue of $1.50 billion on an annualized basis, with quarter-on-quarter growth of 16.30%.

Five-Pillar Strategic Framework

TCS detailed its five-pillar strategy driving the AI transformation:

Major Infrastructure Investment

As part of its AI strategy, TCS announced the creation of HyperVault, a new subsidiary focused on building a sovereign AI data center in India. The planned facility will have a capacity of up to 1 gigawatt, developed over 5-7 years with an estimated investment of $6.50 billion through partnerships with TPG.

Client Partnership Success

The event featured a testimonial from Ranil Boteju, Chief AI Officer at Lloyds Banking Group, highlighting TCS's role in the bank's data and AI transformation. Lloyds has achieved 57 Generative AI use cases in production, exceeding their target of 50 by end of 2025.

Financial Investment Framework

CFO Samir Seksaria outlined TCS's balanced investment approach of $1.00 billion annually across learning and development, R&D, and specialized infrastructure. The company maintains its commitment to returning 80-100% of free cash flow to shareholders post-investments while targeting the aspirational margin band of 26-28%.

Strategic Acquisitions and Partnerships

TCS highlighted recent acquisitions including ListEngage and Coastal Cloud in the Salesforce ecosystem, adding 500+ talented professionals. The company is deepening partnerships with hyperscalers and AI companies including NVIDIA, Google, Microsoft, and OpenAI.

Market Leadership Metrics

Key performance indicators demonstrating TCS's AI leadership include:

The comprehensive transcript provides detailed insights into TCS's positioning for the AI-driven future, emphasizing execution rigor, talent transformation, and strategic investments across the infrastructure-to-intelligence stack.

Tata Consultancy Services (TCS), a global leader in IT services, has announced an extension of its 15-year partnership with Kingfisher Plc, a prominent home improvement retailer. The collaboration aims to drive AI-powered transformation across Kingfisher's operations, marking a significant step in the retail sector's adoption of emerging technologies.

Key Highlights of the Partnership

• Joint Innovation and Automation Office: TCS and Kingfisher will establish a collaborative office focused on integrating emerging technologies and practices.
• Focus on AI and Automation: The partnership will leverage artificial intelligence and automation to enhance operational efficiency and reduce costs.
• Extended Collaboration: Building on a 15-year relationship, this new agreement deepens the commitment between the two companies.

Technological Advancements

TCS plans to implement several cutting-edge solutions to boost Kingfisher's operational capabilities:

1. Domain-Focused Application Support: Aligned with Kingfisher's product and platform approach.
2. AI-Powered IT Operations: Utilization of TCS's ignio™, a SaaS-based AIOps platform.
3. Generative AI Solution: Implementation of Application Reliability Engineering for proactive IT system management.

Impact on Kingfisher's Operations

The partnership is expected to significantly impact Kingfisher's business in the following ways:

• Enhanced Operational Efficiency: Through the integration of AI and automation technologies.
• Cost Reduction: Streamlining of processes is anticipated to lower operating costs.
• Improved Customer Experience: The technological upgrades aim to provide a more seamless experience for Kingfisher's customers.

Strategic Importance

This collaboration underscores the growing importance of digital transformation in the retail sector. For Kingfisher, which operates across seven countries with over 1,900 stores under various banners including B&Q, Castorama, and Screwfix, this partnership is crucial for maintaining competitiveness in a rapidly evolving market.

Dave Haycocks, IT Services Director at Kingfisher, emphasized the significance of this partnership, stating, "We are delighted to double down on our commitment with our longstanding partner TCS to drive a more agile and efficient IT operation, to grow our business and help our customers and trade professionals build better homes."

TCS's Role and Expertise

TCS brings to the table its extensive experience in retail technology solutions:

• Global Retail Expertise: TCS works with the world's top 10 global retailers.
• Comprehensive Services: Offerings span store operations, merchandising, supply chain, and marketing.
• UK Market Leadership: TCS holds a leading position in software and IT services in the UK.

Shekar Krishnan, Business Unit Head, Retail UK and Europe at TCS, commented on the partnership: "We are delighted to extend our partnership with Kingfisher in the mission to drive more agile, efficient and future ready operations. With the combinational power of AI, automation and our deep contextual knowledge, we will help Kingfisher innovate faster, deliver superior customer experience, and drive strategic growth."

This collaboration between TCS and Kingfisher Plc represents a significant step forward in the retail industry's digital transformation journey, promising to set new standards in operational efficiency and customer service through the power of AI and automation.