Infosys, KPIT, TCS, HCLTech Share Price in Focus as AI Reshapes IT & ER&D | Stock Market Today

Market Performance

The spotlight is once again on India’s IT giants—Infosys, KPIT, TCS, and HCLTech—as artificial intelligence (AI) continues to transform the industry. While global markets are weighing the risks and rewards of automation, Indian IT companies are showing how AI can boost productivity and efficiency across operations.

AI Changing the Game in IT Operations

One of the clearest outcomes of AI adoption has been in IT operations and business process outsourcing (BPO). Here, automation and generative AI tools are driving significant efficiency:

• 40% productivity improvement in IT operations.
• Faster cost optimization and smoother project delivery.

These gains are particularly important in an industry where scaling without increasing costs has always been a challenge.

Why ER&D is Slower to Catch Up?

While IT operations are racing ahead, engineering research and development (ER&D) is advancing more gradually. Unlike BPO, ER&D touches multiple industries such as automotive, aerospace, manufacturing, and energy. Each of these sectors has unique requirements, which means adoption cycles take longer.

• Current AI-led efficiency in ER&D: ~15%.
• Technology is still in the early stages of maturity in this space.

This measured progress shows that while AI is powerful, its impact varies depending on the complexity and integration needs of each industry.

India’s ER&D Industry Growth

The bigger story lies in the numbers. India’s ER&D sector is emerging as a new growth driver, overtaking some traditional IT segments:

• ER&D revenue in FY25: $55.7 billion (up nearly 30%).
• BPM revenue in FY25: $54.6 billion.

This marks a historic shift—ER&D has surpassed business process management (BPM) in revenue for the first time.

Looking ahead, ER&D is expected to continue its climb, with NASSCOM projecting the sector to cross $65 billion by FY26.

Company Efforts in AI Adoption

India’s top IT players are not sitting still. Companies like Infosys, KPIT, TCS, and HCLTech are investing heavily in collaborations with OEMs, startups, and academic institutions. The goal is clear—accelerate AI-driven innovation in:

• Product design
• Testing & validation
• Next-gen mobility solutions

This co-innovation model is helping the industry adapt to AI disruption while creating new avenues of growth.

Summary

The Indian IT landscape is at an inflection point.

• Infosys, KPIT, TCS, and HCLTech share price remain closely tied to how well these companies adapt AI into their core offerings.
• AI has already delivered 40% efficiency in IT operations, while ER&D is at 15% and climbing.
• India’s ER&D revenue surged 30% YoY, reaching $55.7 billion, overtaking BPM.
• With $65 billion in sight by FY26, ER&D is now a cornerstone of India’s technology growth story.

For investors and market watchers, the key theme is clear: AI adoption is no longer optional—it is the backbone of competitiveness in IT and ER&D.