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Coforge’s FY30 plan is bold. Now it needs global macros to turn favourable for IT sector (opens original article in a new tab)

TL;DR

Coforge plans to double revenue to $5 billion by FY30 through organic growth, AI opportunities, and acquisitions, supported by strong deal wins but facing macroeconomic and integration challenges.

  • Coforge aims to double revenue to $5 billion by FY30 with 15% organic growth and acquisitions like Encora.
  • Large deal wins increased to 21 in FY26, boosting revenue visibility, but macroeconomic uncertainty and AI disruption pose challenges.
  • Coforge expects mid-teens organic revenue growth in FY27, but faces risks from integration of acquisitions and AI monetization.

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