Computers - Software & Consulting
43 companies · ₹23.3 L cr · 9 with AI deep dives
5y revenue CAGR
median 15.02%(p25 8.38% · p75 23.28%)
5y avg ROCE
median 19.38%(p25 13.79% · p75 26.38%)
Debt / equity
median 0.07x(p25 0.02x · p75 0.19x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31tailwindAI transitions from pilot to scaled enterprise deployment, driving new deal pipeline across the sector6 managements
Six of nine covered managements quantified or substantially described AI-led revenue, deal pipeline, or delivery transformation in Q4 FY26. TCS reported annualised AI revenues of…
- TCS (Q4 FY26): “In Q4, our annualized AI revenues surpassed $2.3 billion, driven by the accelerated…”
headwind4 managements🔒headwind3 managements🔒tailwind3 managements🔒headwind2 managements🔒headwind4 managements🔒headwind2 managements🔒
6 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Tata Consultancy Services Ltd | ₹7.8 L cr | 🔒 unlock to view | roce compounderearnings quality strongit cash machineit growth slowdown | |
| Infosys Ltd | ₹4.5 L cr | 🔒 unlock to view | roce compoundermargin under pressureearnings quality strongit cash machine | |
| HCL Technologies Ltd | ₹3.0 L cr | 🔒 unlock to view | roce compoundermargin under pressureearnings quality strongnet cash | |
| Wipro Ltd | ₹1.9 L cr | - | margin under pressureearnings quality strongit growth slowdown | |
| Tech Mahindra Ltd | ₹1.4 L cr | - | margin under pressureearnings quality strongnet cashstory tension | |
| LTM Ltd | ₹1.1 L cr | - | roce compoundermargin under pressure | |
| Persistent Systems Ltd | ₹76,067 cr | 🔒 unlock to view | roce compounder | |
| Coforge Ltd | ₹58,862 cr | 🔒 unlock to view | earnings quality strongnet cash | |
| Mphasis Ltd | ₹43,450 cr | 🔒 unlock to view | roce compounderearnings quality strongit growth slowdown | |
| Hexaware Technologies Ltd | ₹30,459 cr | - | roce compounderearnings quality strong | |
| Tata Elxsi Ltd | ₹25,386 cr | 🔒 unlock to view | roce compoundermargin under pressureit cash machine | |
| KPIT Technologies Ltd | ₹20,566 cr | - | roce compounderearnings quality strongit cash machine | |
| Intellect Design Arena Ltd | ₹10,378 cr | - | capex coming onlinemargin under pressureearnings quality strongnet cash | |
| Zensar Technologies Ltd | ₹10,294 cr | - | earnings quality strongit growth slowdown | |
| Rategain Travel Technologies Ltd | ₹9,252 cr | - | latent operating leveragestory tension | |
| Birlasoft Ltd | ₹8,872 cr | - | earnings quality strongnet cashit growth slowdown | |
| Sonata Software Ltd | ₹7,151 cr | - | roce compounderearnings quality strong | |
| Newgen Software Technologies Ltd | ₹6,625 cr | - | roce compounderit cash machine | |
| Latent View Analytics Ltd | ₹6,270 cr | - | latent operating leveragenet cash | |
| Happiest Minds Technologies Ltd | ₹5,345 cr | - | latent operating leverageearnings quality stronglevering up | |
| Mastek Ltd | ₹4,910 cr | - | earnings quality strong | |
| Aurionpro Solutions Ltd | ₹4,301 cr | - | latent operating leveragenet cash | |
| 63 Moons Technologies Ltd | ₹3,046 cr | - | margin under pressurenet cashstory tensionit growth slowdown | |
| Silver Touch Technologies Ltd | ₹2,521 cr | - | earnings quality weak | |
| Saksoft Ltd | ₹1,836 cr | - | latent operating leverageroce compounderearnings quality strongnet cash | |
| Accelya Solutions India Ltd | ₹1,649 cr | - | roce compounderearnings quality strongit cash machine | |
| InfoBeans Technologies Ltd | ₹1,648 cr | 🔒 unlock to view | margin under pressureearnings quality strongstory tensionit cash machine | |
| NINtec Systems Ltd | ₹1,298 cr | - | roce compoundernet cash | |
| Xchanging Solutions Ltd | ₹700 cr | - | it cash machineit growth slowdown | |
| Ksolves India Ltd | ₹674 cr | 🔒 unlock to view | roce compoundernet cashit cash machine | |
| Innovana Thinklabs Ltd | ₹671 cr | - | capex coming onlineearnings quality weaknet cash | |
| Mindteck (India) Ltd | ₹662 cr | - | ||
| Softtech Engineers Ltd | ₹567 cr | - | margin under pressureearnings quality strong | |
| Cybertech Systems & Software Ltd | ₹421 cr | - | earnings quality strongnet cash | |
| 3i Infotech Ltd | ₹359 cr | - | it growth slowdown | |
| Trejhara Solutions Ltd | ₹340 cr | - | latent operating leveragemargin under pressurenet cash | |
| DRC Systems India Ltd | ₹205 cr | - | latent operating leverageroce compounderearnings quality strong | |
| Equippp Social Impact Technologies Ltd | ₹190 cr | - | levering up | |
| Trigyn Technologies Ltd | ₹169 cr | - | margin under pressureearnings quality strongnet cashcapital destroyer | |
| SecMark Consultancy Ltd | ₹136 cr | - | earnings quality strong | |
| California Software Company Ltd | ₹124 cr | - | net cashstory tension | |
| R S Software (India) Ltd | ₹81 cr | - | latent operating leveragecapital destroyer | |
| Cambridge Technology Enterprises Ltd | ₹63 cr | - | latent operating leveragelevering upcyclical peak base |