India's IT-BPM Sector
Scale, Structure, and AI Transition
India's IT and Business Process Management (IT-BPM) sector is one of the country's largest export earners, employing approximately 5.4 million people and contributing ~8% of GDP. The sector has historically thrived on labour arbitrage — delivering software services at lower cost than Western alternatives — but is now undergoing a structural transition as AI tools automate significant portions of traditional IT work.
- India IT-BPM revenue (FY24): approximately $254 billion (NASSCOM estimate), with exports of ~$200 billion
- Top IT exporters: TCS, Infosys, Wipro, HCL Technologies, Tech Mahindra — together employing ~1.5 million professionals
- Traditional IT work at highest AI disruption risk: code generation, testing, BPO (data entry, call centres), basic analytics
- AI opportunity: managed services, AI implementation, model fine-tuning, compliance and governance of AI systems — all requiring domain knowledge Indian IT firms have accumulated
- Infosys Topaz: Launched in 2023, Infosys's AI-first platform built for enterprise; the Anthropic deal integrates Claude models into Topaz's agentic workflows
● Tracked since February 18, 2026 · last seen April 27, 2026 · updates as the daily brief publishes
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