Indian IT giants are now using artificial intelligence to write their own code, and the change could boost earnings for investors.
AI moves into the back‑end
Big players such as Tata Consultancy Services (TCS) and Infosys have rewired their software‑development process. Instead of manual coding, they rely on AI tools that generate and test code much faster.
Clients ask for AI‑powered solutions
Because their own systems are more AI‑ready, these firms can offer new services to customers who also want digital transformation.
- Separate AI modules are being built for industries like banking, retail and healthcare.
- Early orders are coming in as companies start their own AI journeys.
Visa rule worries but fundamentals stay strong
The United States recently changed its H‑1B visa program, which could affect the flow of foreign talent. While the exact impact is still unclear, the sector’s core business remains solid.
Growth expectations
Analysts see a realistic revenue rise of somewhere between the high single digits and the low double digits for many IT firms over the next year.
- Infosys and TCS appear best positioned at today’s stock prices.
- Investors comfortable with modest risk may find these stocks attractive.
Bottom line
AI is reshaping how Indian IT services operate and creating fresh market opportunities. For retail investors, TCS and Infosys look like the most reliable bets in this evolving landscape.
Remember, this is just an opinion, not a prediction. Do your own research before making any investment decisions.