TCS and the AI‑Driven Restructuring

Tata Consultancy Services (TCS), India’s largest IT services exporter, has announced plans to lay off approximately 12,000 employees, representing about 2% of its global workforce of over 600,000, in the coming fiscal year toward April 2026.
This decisive move—impacting primarily mid- and senior-level managers—is widely attributed to the accelerating integration of automation and AI into operational workflows. Industry leaders, including CP Gurnani, view this shift as emblematic of the end of the traditional “Sholay era” of manpower‑intensive IT delivery, pointing instead toward outcome‑focused, technology‑driven business models. Unions representing affected employees have raised concerns over job security and worker well-being amid this rapid transformation