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IT firms rethink billing as artificial intelligence reshapes work

Analysis of this story by livemint_companies · 17 Mar 2026, 6:00 AM IST (about 2 months ago)

BULLISH(80%)
sell
+37.9TECHMTCSit

AI Analysis

AI is transforming the IT services landscape, pushing companies to innovate their business models. Adapting to AI-driven value propositions is crucial for sustained growth.

Trading Insight

Identify IT service providers that are investing heavily in AI capabilities and demonstrating a clear strategy for monetizing AI-driven efficiencies and services.
Quick check: TECHM bearish bias (oversold), TCS bearish bias (oversold).

Key Evidence

  • US-based EPAM Systems Inc and homegrown Tech Mahindra Ltd are looking to include artificial intelligence costs in billing rates.
  • They plan to charge clients based on AI usage, instead of the traditional model of billing for engineers' time.
  • This reflects how automation tools are disrupting the industry.
  • Risk flag: Resistance from clients to new billing models.
  • Risk flag: Difficulty in accurately quantifying AI value for billing.

Affected Stocks

TECHMTech Mahindra
Positive

Actively exploring new AI-based billing models, potentially leading to new revenue streams and improved margins.

TCSTata Consultancy Services
Positive

As a leading IT firm, likely to adapt to AI-driven billing, benefiting from efficiency and new service offerings.

Sectors:it

Sources and updates

Original source: livemint_companies
Published: 17 Mar 2026, 6:00 AM IST
Last updated on Anadi News: 17 Mar 2026, 9:00 AM IST

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IT firms rethink billing as artificial intelligence reshapes work | Anadi Algo News