2025印度IT与业务流程管理（BPM）行业研究报告

Executive Summary3Advantage India4Market Overview6Recent Trends and Strategies14Growth Drivers and Opportunities19Key Industry Contacts29Appendix31 Executive summary 1. Large contribution to theIndian economy 5. Accelerating demand forcloud and digitaltransformation •India'sITindustryislikelytohittheUS$350billion mark by2026 and contribute10%towardsthecountry’sGDP. •Cloud adoption is driving hyper-scale datacentregrowth,with global investmentstoppingUS$200 billion annuallyby2025,andIndiaexpectedtoattract US$5billionyearly. •Launchedin2022,theNICNationalCloudServicesandGICloud(MeghRaj)initiativesnowsupport300+governmentdepartments,optimisingITinfrastructure,enabling digitalservices,andexpandingIndia’se-Governanceecosystem. •India's IT sector witnessed a 16%YoYgrowthin hiring in April 2025,driven byfactorssuch as artificial intelligence(AI)adoption,cloud modernisation,and theexpansionof Global Capability Centers(GCCs). 2. Opportunities •Non-metro cities such as Udaipur, Vizag,Coimbatore and Nagpur drove over 50% IThiring growth in H1 2025, far outpacingBengaluru and NCR (12-15%), reflecting astructural shift as tier-II and tier-III hubsattract demand in AI, cloud andcybersecurity with ~30% cost savings. 4. Most lucrative sectorfor investments •The computer software and hardwaresectorinIndiaattractedcumulativeforeigndirectinvestment(FDI)inflowsworthRs.7,84,971crore(US$110.70 billion)betweenApril 2000-March 2025.Thesectorranked second in FDI inflows asperthedatareleasedbyDepartmentforPromotionofIndustryandInternalTrade(DPIIT). •At SEMICON India 2025(September 2-4,2025),Union Minister of Electronics andInformationTechnology,Mr.AshwiniVaishnawpresentedIndia’sfirstindigenousVikram-32chip,developedatISRO’sSemiconductorLaboratory,toPrimeMinisterMr.NarendraModi,markingamilestonejust3.5 years after the India SemiconductorMission’slaunchinDecember2021. 3.Export and employment growth •As per NASSCOM,India’s IT industry revenue hasincreasedfromUS$118billion,includingUS$100billioninexports,inFY15toanestimatedUS$283billion,withUS$224billioninexports,inFY25.•Computer software and hardware make up15.19%of the cumulative FDI equityinflows. 2. GROWING DEMAND 3. GLOBAL FOOTPRINTS •Stronggrowthindemandforexportfromnewverticals.•India’sAImarketisprojectedtoreachUS$28.8billionby2025ata45%CAGR,withGlobalCapabilityCentresexpectedtogenerate22–25%ofnetnewwhite-collartechjobsin2025;ofthe4.7millionnewtechjobsprojectedby2027,over1.2millionarelikelytocomefromGCCs,drivenbyGenAIandengineeringR&D.•India’s IT ecosystem is set for strong growth,with emergingtechnologiesexpectedtodrivea20%riseinnewjobsin2025.In2024,thesectorsawa17%increaseinnewemployment.•By2025,theIndiansoftwareproductindustryisprojectedtohitRs.8,62,000 crore(US$100 billion)as companies seek to expandglobally.•India‘sITandbusinessservices market is projected toreach Rs.1,71,796crore(US$19.93billion)by2025. •IndianITfirmshavedeliverycentresacrosstheworld.•IT&BPMindustry is well diversified across verticals such asBFSI,telecomandretail.•Increasingstrategicalliancebetweendomesticandinternationalplayerstodeliversolutionsacrosstheglobe. 4. POLICY SUPPORT •The UnionBudget2025-26 hassanctionedRs.2,000crore(US$232million)toaccelerateAIadoptionandinfrastructuredevelopment.•The Union Budget 2025-26 allocatesRs.500 crore(US$58million)foraCentreofExcellenceinAIforEducation,aiming to enhance skills,personalizelearning,and transformeducation.•Thegovernmentprioritizescybersecurity,hyper-scalecomputing,AI,andblockchain.WithdatacostsatRs.10/GB(US$0.12/GB).AsofJune2025,India ranks among the world'scheapest.•ThePLIschemeforITHardwareandits2.0 version have generated Rs.10,014 crore(US$1.14 billion)inproduction,Rs.522 crore(US$59.3million)ininvestment,and3,879jobsasof December 2024.Approved inMay2023,PLI 2.0 covers 27 firms,offering~5%incentivesonincrementalsalesforsixyearstoboostlocalisation,supplychains,andsemiconductordesign. 1. COMPETITIVE ADVANTAGE •India’s technology industry is ontrackto double its revenue to Rs.43,10,000crore(US$500billion)by2030.•DuringhisvisittoJapanonAugust29-30,2025,Prime Minister Mr.NarendraModisecuredRs.5,96,564crore(US$68billion)ininvestmentpledgesand signed an economicsecuritypactfocusedonsemiconductors,critical minerals,andAI. Market Overview Evolution of the Indian IT sector •TheUS$227billionIndianITindustrydirectlyemployednearly5.4millionpeopleandindirectlyemployedanother15millionpeopleinFY23.•India ranked third amongglobalstart-up ecosystemswithmorethan68,000techstartups.•India’s rankings improvedsevenplaces to the 39thpositioninthe2024editionofthe Global InnovationIndex(GII). •FirmsinIndiabecamemultinationalcompanieswithdeliverycentresacrosstheglobe•India’s IT sector is ataninflectionpoint,movingfromenterpriseservicingto enterprisesolutions Segments of India’s IT sector IT & BPM sector Software products andengineering services Business ProcessManagement IT services Hardware India’sbusinessprocessmanagementmarketwasvaluedat US