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TCS COO says Tata Sons board dispute won’t affect company’s AI growth

Aarthi Subramanian, COO of Tata Consultancy Services, said the recent board conflict at Tata Sons has no bearing on TCS’s operations, noting AI revenue now exceeds 10% of total sales.

In a conversation with Shivani Shinde, Aarthi Subramanian affirmed that the internal disagreement within Tata Sons does not impact Tata Consultancy Services. She highlighted that TCS’s second-quarter results show a rebound in demand, especially in the banking, financial services and insurance sector. The firm’s AI-related earnings have crossed the 10% threshold of overall revenue. Subramanian also touched on the company’s broader AI strategy and future outlook.

Why it matters

TCS’s reassurance signals stability for investors and clients amid corporate governance turbulence.

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