Coforge (COFORGE) Investor Day 25/26 presentation summary

AI-driven delivery transformation

• Introduced a Mod Squad model, combining human experts and AI agents for scalable, high-accuracy delivery, replacing traditional fixed pods and enabling 24/7 operations with rapid scalability and persistent knowledge.

• Forward Deployed Engineers (FDEs) lead engagements, owning client problems end-to-end and bridging AI capabilities with enterprise needs.

• Over 40,000 engineers trained in AI, with 150+ specialized FDEs embedded in client environments to co-own business outcomes.

• Two flexible pricing models—subscription and outcome-based—align incentives with client results and provide transparency and scalability.

• The Coforge OneAI platform offers a composable, domain-aligned architecture supporting regulated industries and integrating frontier models, cloud, and data mesh.

Business impact and client outcomes

• AI-enabled delivery has driven 25–60% productivity uplift, 10x faster modernization, and 5x faster migrations in client engagements.

• 75% of AI pilots have scaled to production, delivering measurable business outcomes in regulated environments such as HIPAA and ISO-compliant sectors.

• Success stories include 98% straight-through processing and 40% cost reduction for a global financial client, and 70%+ manual effort reduction for a travel platform.

• The Data Cosmos platform enables up to 70% reduction in delivery cycles and 50%+ profitability improvement, supporting a shift to SaaS + Services for recurring revenue.

• NEXA Agentic AI platform in insurance delivers 30%+ lower TCO, 35%+ faster triaging, and 30%+ productivity gains across SDLC.

Strategic growth and future outlook

• Sustained 20%+ CAGR over the past decade, with revenue reaching $2.6B+ and EBIT $400M+; 95% repeat business rate.

• Large deals and proactive solutioning have doubled order intake and expanded the executable order book by 2.4x since FY22.

• AI is seen as a tailwind for growth, with new commercial models (outcome/subscription-based) and a focus on verticalized, agentic solutions.

• The roadmap targets $5B revenue by FY30, with significant growth planned in BFSI, insurance, travel, healthcare, and government sectors.

• Recognized as a leader in AI services by multiple analyst firms, with a unified platform and deep industry specialization driving competitive advantage.