印度IT行业市场前景及投资研究报告-培训课件外文版2024.5软件外包SaaSpaas

DIGITAL

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TRENDSITindustryinIndiaCHAPTER

01MarketoverviewShareofInformationtechnology/businessprocessmanagementsectorintheGDPofIndiafromfinancialyear2009to2023ContributionofIndianIT-BPMindustryinGDPofIndiaFY2009-202310%9%8%7%6%5%4%3%2%1%0%9.5%9.3%8.1%8%8%7.9%7.8%7.7%7.7%7.5%7.5%7.4%6.4%6.1%5.8%FY2009

FY2010

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FY20233Description:BeingoneofthelargestoffshoringdestinationsfordifferentITcompaniesacrosstheworld,thebusinessprocessmanagementmarketinIndiaisofconsiderableimportance.Theinformationtechnology/businessprocessmanagement(IT-BPM)sectorhadcontributedashareofabout7.5percenttotheGDPofthecountryinfiscalyear2023.BPMismorelikeadisciplinethanaprocessthatincorporatesmethodstoimprove,analyze,automateandimprovebusinessprocesses.

ReadmoreNote(s):India;FY2009toFY2023Source(s):InvestIndiaRevenueoftheinformationtechnologyandbusinessprocessmanagementindustryinIndiafromfinancialyear2016to2022,withestimatesuntil2023(inbillionU.S.dollars)RevenueofITandBPMindustryinIndiaFY2016-2023300245250200150100502271961911771671541430FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023*4/statistics/320764/total-revenue-it-industry-indiaThetotalrevenuegeneratedbytheITandBPMindustryinIndiareached227billionU.S.dollarsin2022.Thegeneralupwardtrendduringthepresentedperiodwasmainlygeneratedbythemassivewaveofoutsourcingfromforeigncompanies.

ReadmoreNote(s):India;FY2016toFY2022;includingdomestic,exportmarket,excludinghardware;*estimatedvalueIndia'sfinancialyearbeginsinAprilandendsinMarch.Forexample,FY2020startedinApril2019andendedinMarch2020.ReadmoreSource(s):MeitY(India);NASSCOM(India)DomesticrevenueoftheinformationtechnologyindustryinIndiafromfinancialyear2019to2022,withestimateof2023(inbillionU.S.dollars)DomesticrevenueofITindustryinIndiaFY2019-202360514950403020100454441FY2019FY2020FY2021FY2022FY2023*5Description:Itwasestimatedthatinfinancialyear2023,thedomesticrevenueofIndia'sinformationtechnologyindustrywouldreach51billionU.S.dollars,whichwouldbeaslightincreasefrom49billiondollarsin2022.In2023,theexportsfromtheITindustrywouldreachmorethan190billiondollars.ReadmoreNote(s):India;FY2019toFY2022;excludinghardware;*estimatedvalueIndia'sfinancialyearbeginsinAprilandendsinMarch.Forexample,FY2020startedinApril2019andendedinMarch2020.ReadmoreSource(s):MeitY(India);NASSCOM(India)ITspendinginIndiafrom2013to2022,withanestimatefor2023,bysegment(inbillionU.S.dollars)ITspendinginIndia2013-2023,bysegmentDataCenterSystemsSoftwareDevicesITServicesCommunicationServices12010080604020024.724.4520.5724.3827.9422.042319.2149.5329.9730.4212.6115.4116.3529.829.239.9527.7511.4429.6210.9913.8447.8514.3648.4510.1338.286.6536.017.8530.745.5828.734.8821.824.1922.183.7321.524.0819.754.4912.633.53202211.253.1820213.742.613.482023*2.332.282.912.893.373.47201320142015201620172018201920206Description:In2022,thespendingintheinformationtechnologysectoracrossIndiawasabove109.6billionU.S.dollars.Itwasprojectedthatin2024,theITspendingofIndiawouldreachmorethan112billiondollars.TheIT-BPMindustrycontributedabout7.4percenttotheGDPofthenation.Theindustryalsogeneratedarevenuecloseto194billiondollarsinfinancialyear2021.CommunicationservicesandthedeviceshavebeenthedominantsegmentsoftheITindustry.TheITandITeSfirmsofthe[...]

ReadmoreNote(s):India;2013to2022;*forecastedvaluesDatafrompreviousreportshasalsobeenused.Valueshavebeenroundedforclarity.

ReadmoreSource(s):GartnerShareofrevenueoftheinformationtechnologyindustryacrossIndiainfinancialyear2022,bysectorShareofrevenueofITindustryinIndiaFY2022,bysectorHardwareservices8%Softwareproducts6%Engineeringresearchanddevelopment16%ITservices51%Businessprocessmanagement19%7Description:TheITservicessectorgenerated51percentoftheIndianinformationtechnologyindustryrevenueinfiscalyear2022.Thiswasfollowedbybusinessprocessmanagementsector,withashareof19percent.Amajorchunkoftherevenuewasgeneratedfromexports.ReadmoreNote(s):India;FY2022Source(s):NASSCOM(India);UnionBudget(India)CHAPTER

02ExportsValueofexportrevenueoftheITsectoracrossIndiafromfinancialyear2016to2022,withanestimatefor2023(inbillionU.S.dollars)ExportrevenueoftheITsectorinIndiaFY2016-2023250194200178152147150100501361261171080FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023*9Description:Infiscalyear2022,thetotalrevenuegeneratedbyexportfromtheITindustrywasestimatedtobe178billionU.S.dollars.Therewasaconstantincreaseinthisvalueduringtheobservedtimeframe.Thissectorwasgrowingduetostrongglobaldemandandthepresenceoflocalexpertise.ReadmoreNote(s):India;FY2016toFY2022;*estimatedvalue.India'sfinancialyearbeginsinAprilandendsinMarch.Forexample,FY2012startedinApril2011andendedinMarch2012.Valueshavebeenrounded.

ReadmoreSource(s):InvestIndia;NASSCOM(India)ExportvalueofITsoftwareandservicesfromIndiainfinancialyear2022,bytype(inbillionU.S.dollars)IndianITsoftwareandservicesexportsFY2022,bytype1201041008060402042.1BPM417.30ITservicesEngineeringR&DSoftwareproducts10Description:ITsectorexportsfromIndiareachedatabout178billionU.S.billiondollarsinthefiscalyear2022.TheITservicesdominatedtheexportwith104billiondollars.TheITexportsdominatedtheindustryandconstitutethemajorityofthetotalrevenue.However,thedomesticmarkethadshownencouragingtrendsaswell.ReadmoreNote(s):India;FY2022Source(s):MeitY(India)ShareofinformationtechnologyandbusinessprocessmanagementindustryexportrevenueinIndiainfinancialyear2022,byregionShareofITandBPMexportrevenueinIndiaFY2022,byregionRestoftheWorld2%Asia-Pacific8%Europe(excludingUnitedKingdom)11%UnitedStates62%UnitedKingdom17%11Description:Infinancialyear2022,theUnitedStateswasestimatedtoremainthebiggestimporterforIndia`sITandBPMindustrywithanexportrevenueshareof62percent.Withamuchsmallershareof17percent,theUnitedKingdommaintaineditssecondposition.ReadmoreNote(s):India;FY2022;excludinghardwareande-commerce.Source(s):NASSCOM(India);UnionBudget(India)CHAPTER

03Software&servicesForecastedspendingoftheITsoftwareinIndiafrom2013to2023(inbillionU.S.dollars)ForecastedITsoftwaresegmentspendinginIndia2013-202316141210814.3612.6311.257.856.655.5864205.164.884.74.013.72013201420152016201720182019202020212022202313Description:TheITspendingofthesoftwaremarketinIndiawasforecastedtobearound14.4billionU.S.dollarsin2023.Theincreaseinspendingcomparedto2020wasattributetotheimpactofthecoronavirus(COVID-19)pandemicwhichacceleratedtheprocessofdigitalizationformanycompanies.ThegloballeadersoftheenterprisesoftwaremarketareMicrosoft,Oracle,andIBM.ReadmoreNote(s):India;2013to2023Source(s):GartnerRevenueofsoftwareasaservice(SaaS)companiesinIndiafrom2019to2022,withanestimatefor2026(inbillionU.S.dollars)RevenueofSaaScompaniesinIndia2019-20263025201526.410.2108.25.3503.520192020202120222026*14Description:TheIndiansoftwareasaservice(SaaS)industrygeneratedarevenueof10.2billionU.S.dollarsintheyearof2022.Itwasestimatedoptimisticallyin2026theSaaScompaniesinIndiawouldgeneratearevenueover26.4billiondollars.Over70percentoftherevenuewasgeneratedfromglobalsales.ReadmoreNote(s):India;2019to2022Source(s):ChirataeVentures;ZinnovPubliccloudservicesend-userspendinginIndiafrom2019to2022,withestimatesuntil2024(inmillionU.S.dollars)Publiccloudservicesend-userspendinginIndia2019-2024Cloudapplicationinfrastructureservices(PaaS)DesktopasaService(DaaS)Cloudapplicationservices(SaaS)CloudmanagementandsecurityservicesCloudbusinessprocessservices(BPaas)Cloudsysteminfrastructureservices(IaaS)16,00014,00012,00010,0008,0006,0004,0002,000020192020202120222023202415Description:In2024,India`send-userspendingonpubliccloudservicesisestimatedtoreach13.6billionU.S.dollars,anincreasefrom2020`s4.2billionU.S.dollars.Theleadingsegmentofpubliccloudserviceswasthecloudapplicationinfrastructureservices,withanestimationofover4.8billionU.S.dollarsend-userspendingin2024.TheCOVID-19pandemichasacceleratedtheprocessofadoptingcloudservicesduetothedemandfortelecommutingandbusinesscontinuity.

ReadmoreNote(s):India;2019and2022Source(s):Gartner;Website(digitalterminal.in)Revenueofenterpriseapplicationsoftware(EAS)marketinIndiafor2021and2022withestimatesof2023,bysegment(inmillionU.S.dollars)RevenueofEASmarketinIndia2021-2023,bysegmentAnalyticsplatformsContentservicesCustomerexperienceandrelationshipmanagementEnterpriseresourceplanningSupplychainmanagementEmailandauthoringProjectandportfoliomanagementOtherapplicationsoftware6,0005,0004,0003,0002,0001,000020212022202316Description:Theenterpriseapplicationsoftware(EAS)marketinIndiawasforecastedtoincreaseto4.8billionU.S.dollarsin2023.Thecustomerexperienceandrelationshipmanagementsegment(CRM)hadthelargestshareintheenterpriseapplicationsoftware(EAS)sepndingwitharound1.34billiondollarsduringthesameperiod.ReadmoreNote(s):India;2021to2022Source(s):GartnerSoftwaremarketrevenueinIndiafrom2016to2023withestimatestill2028,bysegment(inbillionU.S.dollars)SoftwaremarketrevenueinIndia2016-2028,bysegmentApplicationDevelopmentSoftwareEnterpriseSoftwareProductivitySoftwareSystemInfrastructureSoftware1614121086420201620172018201920202021202220232024202520262027202817Description:ThesoftwaremarketwasaroundeightbillionU.S.dollarsinIndiain2023.Withinthesegments,theenterprisesoftwaregeneratedthehighestrevenueatthreebillionU.S.dollarsin2023.Thiswasfollowedbyapplicationdevelopmentsoftware,andproductivitysoftware.Itwasestimatedthatbytheyear2028,thesoftwaremarketinIndiawouldgrowto14billiondollars.ReadmoreNote(s):India;2016to2023;DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-Ukrainewar.Source(s):MarketInsightsCHAPTER

04MajorcompaniesLeadingITservicesandconsultingcompaniesinIndiaasofAugust2023,basedonnetsales(inbillionIndianrupees)LeadingITservicesandconsultingcompaniesinIndia2023,basedonnetsalesNetsalesinbillionIndianrupees02004006008001,0001,2001,4001,6001,8002,000TataConsultancyServicesInfosys1,903.541,240.14Wipro677.53HCLTechnologiesTechMahindraLTIMindtree462.76426.57319.75MphasiS94.2551.18PresistentSystemsOracleFinancialServicesSoftwareCoforge43.8942.3119Description:TataConsultancyServiceswastheleadinginformationtechnologyservicesandconsultingcompanyinIndiabasedonnetsaleswithabout1.9trillionIndianrupeesasofAugust2023.TCSisanIndianmultinationalinformationtechnologycompanywithheadquartersinMumbai.Infosyswasthesecondleadinginformationtechnologycompanyinthecountrythesameyear.ReadmoreNote(s):India;asofAugust2023Source(s):MoneycontrolRevenueofTataConsultancyServicesLimitedworldwidefrom2005/06to2022/23(intrillionIndianrupees)RevenueofTataConsultancyServicesLimitedworldwide2005-20232.52.01.51.02.251.921.641.571.461.231.181.090.950.820.630.490.50.00.370.30.280.230.192005/06

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2022/2320Description:TherevenueofTataConsultancyServicesworldwideincreasedsteadilyduringthefinancialyears2005/06to2022/23.ForthefiscalyearendingMarch31,2023,TataConsultancyServicesLimitedgeneratedarevenueofapproximately2.25trillionIndianrupees(orroughly27billionU.S.dollars).ReadmoreNote(s):Worldwide;2005to2023;FiscalyearendsMarch31Source(s):TataConsultancyServicesRevenueofInfosysLimitedworldwidefromfinancialyear2014to2023(inbillionU.S.dollars)RevenueofInfosysworldwideFY2014-202320181614121018.2116.3113.5612.7811.810.9410.219.58.718.2586420FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202321Description:Infiscalyear2023,theglobalrevenueofInfosysLimitedamountedtoabout18.2billionU.S.dollars,whichwasasignificantincreaseincomparisontothe16.3billiondollarslastyear.ThismakesInfosysoneofthebiggestITservicesandconsultingcompaniesinIndia.ReadmoreNote(s):Worldwide;FY2014toFY2023Source(s):InfosysRevenueforWiproLimitedfromfinancialyear2015to2023(inbillionIndianrupees)RevenueforWiproFY2015-20231,000900909.35795.29800700622.43613.4589.06600554.18546.36516.31473.185004003002001000FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202322Description:WiproLimitedhadrevenueofover909billionIndianrupeesinthefinancialyear2023.Therewasasteadygrowthinrevenuesincefiscalyear2015.Morethan98percentoftherevenuewasgeneratedfromexistingcustomers.Revenuefromthedigitalandcybersecurityareasgrewonalargescaleinayear-over-yearcomparison.ReadmoreNote(s):India;FY2015toFY2023;consolidatedfigures.Source(s):WiproOperationalrevenueofHCLTechnologiesLimitedfromfinancialyear2015to2022(inbillionIndianrupees)HCLTechnologiesrevenuefromoperationsFY2015-2022900800700600856.51753.79706.76604.27505.69475.685004003002001000367.01311.36FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY202223Description:ThetotalrevenueofHCLTechnologiesLimitedamountedtoover856billionIndianrupeesinfiscalyear2022,upfromabout753billionIndianrupeesinthepreviousfiscalyear.HCLTechnologies,asubsidiaryofHCLEnterpriseisasoftwarecompanyheadquarteredinNoida,India.ReadmoreNote(s):India;FY2015toFY2022;consolidatedfigures.Source(s):HCLTechnologiesOperationalrevenueforTechMahindraLimitedfromfinancialyear2016to2023(inbillionIndianrupees)TechMahindrarevenuefromoperationsFY2016-2023600500532.9446.46400378.55368.68347.42307.73291.413002001000264.94FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202324Description:TechMahindraLimitedhadanoperationalrevenueofcloseto533billionIndianrupeesinfiscalyear2023.Therewasaconstantincreaseinthisvalueduringtheobservedtimeperiod.AmajorchunkofthisrevenuewasgeneratedfromitsoperationsoutsideIndia.ReadmoreNote(s):India;FY2016toFY2023;consolidatedfigures.Source(s):TechMahindraCHAPTER

05EmploymentEmploymentoftheIT-BPMindustryinIndiafromfinancialyear2009to2022,withanestimatefor2023(inmillions)IT-BPMindustryemploymentinIndiaFY2009-2023655.44.94.54.44.143.9432103.73.53.332.82.52.32FY2009

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FY202326Description:TheIndianinformationtechnologyandbusinessprocessmanagementindustrywasestimatedtohaveover5.4millionemployeesduringfinancialyear2023.TheSouthAsiancountryisthelargestoffshoringdestinationforITcompaniesacrosstheglobe.TheIT-BPMsectorhasgraduallygrowninrecentyears,accountingformorethan30percentoftheglobaloutsourcedBPMmarket.Infinancialyear2023,theITsector'scontributiontoIndia'sGDPwas7.5percent.

ReadmoreNote(s):India;FY2009toFY2022Source(s):InvestIndiaNumberofemployeesatTataConsultancyServices(TCS)from2005to2023EmployeesatTataConsultancyServices2005-2023700,000600,000500,000400,000300,000200,000100,000027Description:In2023,TataConsultancyServices,themultinationalinformationtechnologyservicecompany,hadalmost616,000employeesworldwide.Thiswasasignificantincreaseofapproximately25,000comparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2004to2023;FiscalyearendsMarch31Source(s):TataConsultancyServicesNumberofpeopleemployedbyInfosysfromfinancialyear2010to2023InfosysnumberofemployeesFY2010-2023400,000343,234350,000300,000250,000200,000150,000100,00050,0000314,015259,619242,371228,123204,107200,364194,044176,187160,405156,688149,994130,820113,796FY2010

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FY202328Description:Infinancialyear2022,thenumberofpeopleworkingatInfosysamountedtoalmost342thousand.Infosys`employeenumberhassteadilyincreasedduringthepresentedtimeperiod.

ReadmoreNote(s):Worldwide;FY2010toFY2023Source(s):InfosysNumberofemployeesatWiproLimitedfromfinancialyear2018to2023WipronumberofemployeesFY2018-2023300,000257,311247,073250,000200,000150,000100,00050,0000201,665188,270175,690163,827FY2018FY2019FY2020FY2021FY2022FY202329Des