Consumer AI: Deep-dive on AI adoption by platforms + Indic drivers for agentic AI uptake

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Consumer AI: Deep-dive on AI adoption by platforms + Indic drivers for agentic AI uptake

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Internet - India

Consumer AI: Deep-dive on AI adoption by platforms + Indic

drivers for agentic AI uptake

Industry Overview

25 June 2026AI benefits like personalization and cost optimization are well flagged

In this note, we 1) Look at how listed B2C platforms are leveraging AI; 2) Identify the areas where these Equity

companies could surprise or disappoint from AI perspective; 3) Explore key agentic AI use-cases in India, 4) India

Analyzed how global LLMs are looking at Indian market & their partnerships in India and 5) Flag how Indian Internet

start-ups are looking at consumer agentic AI opportunities. Listed India internet platforms are using AI to

Sachin Salgaonkar >>

personalize, automate customer support, optimize operations & improve developer productivity. As these AI- Research Analyst

led benefits are largely baked in market expectations, they are unlikely to surprise the market. BofAS India

+91 22 6632 8667

sachin.salgaonkar@bofa.com

Key areas where AI could surprise positively or negatively… Justin Post

Positives: 1) Platforms could leverage AI to expand TAM by targeting multi-lingual users or focus on white Research Analyst BofAS

spaces; 2) We expect AI to help increase ad revenues due to increase in monetizable inventory & improve +1 415 676 3547

advertiser ROI; 3) Over time, platforms can build AI-native monetization layers on top of their existing revenue justin.post@bofa.com

streams. Negatives: 1) Agentic AI could increase competition for incumbents by allowing new business Pankaj Mehendiratta >> Research Analyst

models to emerge or smaller platforms could tie-up with LLMs like ChatGPT & piggyback on their base to BofAS India