India’s largest IT services firm, Tata Consultancy Services (TCS), expects minimal operational impact from recent US government restrictions on key green card application programs. Chief Executive Officer K Krithivasan indicated that immigration actions are driven primarily by domestic employment considerations rather than targeted discrimination against companies based on their domicile. Highlighted by its low dependence on permanent residency filings—having applied for only around 10 green cards last year alongside under 300 H-1B visa applications—TCS emphasizes that its broader strategy in its primary revenue market remains steady. The company continues to prioritize local talent integration in the US, where over half of its 30,000-strong workforce comprises local hires, while reaffirming plans to recruit based on skill rather than nationality. Concurrently, TCS is pivoting heavily toward next-generation tech, mandating that 80 percent of its new hires possess digital and artificial intelligence capabilities—a skill mix reflected in its addition of 4,500 employees during the September quarter. COO Arathi Subramanian noted that willingness to adapt and upskill will prove more crucial than tenure in an AI-dominated ecosystem, where mid-career professionals with deep domain knowledge hold a strong advantage if they embrace continuous learning. With AI-led projects generating 10 percent of total revenue in the September quarter, TCS anticipates that scaling these high-value engagements alongside strategic client transformations, such as recent deals with Porsche and Best Buy, will bolster profit margins and drive sustainable growth.
TCS CEO K Krithivasan Reaffirms US Strategy Amid Visa Tightening and AI Monetization Push
