Agentic AI deals are emerging as the next major growth driver for India’s IT services industry, with companies such as Infosys, Cognizant, HCLTech and Hexaware Technologies increasingly partnering with Global Capability Centers (GCCs) to secure large AI transformation mandates.

Author: Aadarsh Patel | EQMint

As enterprises move beyond experimentation and begin deploying autonomous AI agents across business processes, IT service providers are positioning themselves to become strategic implementation partners for the next phase of enterprise AI adoption.

Why GCCs are becoming critical for AI deployment

GCCs and AI are becoming closely linked as multinational corporations use their India-based capability centers to drive innovation, digital transformation and AI implementation at scale.

Unlike traditional outsourcing projects, agentic AI deployments require:

• deep business process understanding
• access to enterprise data
• continuous model optimization
• integration across systems

GCCs are increasingly serving as testing grounds for these AI initiatives before global rollout.

What are Agentic AI deals?

Agentic AI deals refer to projects where AI systems can perform tasks autonomously, make decisions, execute workflows and interact with other software systems with minimal human intervention.

Potential use cases include:

• customer service automation
• IT operations management
• software development assistance
• supply chain optimization
• financial process automation

These projects are typically larger, more strategic and higher value than traditional automation contracts.

Why IT companies are chasing these mandates

For companies like Infosys, Cognizant and HCLTech, Agentic AI deals represent a significant opportunity because traditional IT spending has remained relatively cautious over the past few years.

AI transformation projects offer:

• higher-value consulting work
• long-term recurring revenue
• deeper client engagement
• stronger margins
• larger digital transformation budgets

As enterprises seek measurable returns from AI investments, service providers capable of implementing and managing agentic AI systems could benefit substantially.

EQMint analysis

The shift toward Agentic AI deals may represent the most important structural change in the IT services industry since cloud computing.

Earlier digital transformation waves focused on migration and modernization. The AI era is focused on autonomy, productivity and intelligent decision-making.

The biggest winner may not necessarily be the company with the best AI model, but the company that can successfully integrate AI into complex enterprise environments.

This is where GCCs become strategically important.

India’s growing GCC ecosystem gives IT services firms a unique advantage in building, testing and scaling enterprise AI solutions globally. If Agentic AI adoption accelerates over the next few years, companies such as Infosys, Cognizant, HCLTech and Hexaware could see a new wave of high-value deal wins that reshape future revenue growth.

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Disclaimer:  This article is not an investment advice and is for educational purpose only.