The country’s mid-tier IT services player Coforge is positioning artificial intelligence not as a threat to the outsourcing industry, but as the biggest opportunity the sector has seen in years.
In its latest investor presentation, the company laid out an aggressive AI strategy, arguing that the global technology services market is entering a new phase where firms with strong AI execution capabilities will emerge as long-term winners.
According to Coforge, AI is unlocking a massive new addressable market estimated at $160-180 billion, growing at more than 35% annually, with the broader AI opportunity expected to touch nearly $800 billion over the next five years. The company believes the shift is fundamentally changing how enterprises consume technology services, moving from traditional manpower-led execution toward AI-enabled business transformation.
Coforge said the future of IT services will belong to companies that combine deep domain expertise with AI engineering capabilities. The firm identified six “moats” that could define winners in the AI era. This includes deep domain expertise, sharp client intimacy, speed of innovation, AI-focused delivery models, technology capabilities and talent strength.
The company also highlighted its operational readiness for the AI cycle. Coforge disclosed that it now has more than 11,000 AI and data practitioners and over 60 vertical AI solutions aimed at helping enterprises accelerate adoption across industries. It also highlighted a “mod-squad” execution approach that it claims improves time-to-market by 40-50%.
Unlike many firms still discussing AI in conceptual terms, Coforge suggested that AI initiatives are already translating into measurable business outcomes. The company said AI-led engagements are helping accelerate revenue growth while also supporting margin expansion through productivity gains in software development and internal operations.
The investor presentation also highlighted increasing external validation of Coforge’s AI push. The company noted that it has received more than 25 recognitions related to AI capabilities and over seven “AI leader” recognitions from analysts who have a positive outlook on the company’s AI journey.
Importantly, Coforge also signalled that its AI strategy is still in the early stages. The company said the acquisition of Encora has strengthened its AI engineering capabilities and accelerated its roadmap toward AI leadership. Management indicated that future investments will focus on expanding AI assets, partnerships, delivery models and talent capabilities.
The messaging reflects a broader shift underway in the Indian IT industry. Rather than viewing generative AI as a disruption that could shrink services demand, Coforge is betting that enterprises will require even greater support in integrating, governing, and scaling AI systems across their businesses.
For Coforge, AI is no longer an adjacent technology theme. It is becoming the central pillar of growth strategy.
