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We hosted Mr. Sudhir Singh, CEO of Coforge Ltd., as part of our CEO track session at AGIC 2026. Here are the key takeaways of the session:

Enterprise autonomy is harder than the initial AI hype suggested

Enterprise clients have moved beyond questioning the value of AI, with the key challenge now shifting to operationalizing intelligence at scale to drive tangible business outcomes. While falling token costs and rapidly improving models have made intelligence increasingly abundant, embedding it reliably within enterprisespecific workflows remains difficult. Initial expectations around plug-and-play LLMs and agents have moderated. We believe the long-term winners will be those that achieve meaningful enterprise autonomy earlier, rather than simply accumulating more AI pilots or agents.

Context, governance, and execution create a new services opportunity

While LLMs can generate sophisticated code rapidly, they lack an understanding of a company’s unique data, business rules, critical processes, and hidden risks. As a result, the key challenge for enterprises is building and continuously improving the context layer through structured data, ontologies, knowledge structures, data pipelines, agent frameworks, governance, and industry-specific guardrails. As AI intelligence becomes increasingly abundant, enterprise context is emerging as the scarce and most valuable resource, creating new opportunities for technologyservices firms. Moreover, AI-generated code still requires significant effort to secure, integrate, maintain, and upgrade, reinforcing the need for strong enterprise context and engineering capabilities.

Market demand has shifted from headcount to business outcomes

Technology-services demand remains robust and is expanding rapidly, but effortbased services are becoming increasingly unsustainable as clients shift away from paying for labor or code delivered. While existing effort-based contracts may continue to generate revenue over the next one to two years, buyers are increasingly seeking outcome-based models, with providers compensated for measurable business impact rather than effort deployed. Outcome based contract accounted for 6-7% of revenue in 1QFY27. Effort-based hourly pricing will pressure margins, while solution-based selling and outcome ownership can expand them. FDEs with average experience of two years bill at USD250 per hour.

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