AI-led projects could power 20% of Indian tech revenues by 2030
AI is on track to make up a fifth of India's IT and software export earnings by 2030, according to Equirus Capital.
The report highlights how AI is quickly becoming the biggest growth driver of India's tech growth.
AI is making work faster—and changing how companies do business
AI tools are leading to productivity jumps of 45-50% in tasks like coding and testing, with many routine tasks now being automated.
This shift means companies are moving from billing for hours worked to focusing on real results.
It's also sparking a wave of investments in new platforms, talent training, and even mergers centered around automation and upskilling.
Global Capability Centres (GCCs) are booming
India's GCCs have doubled in size over five years and could top $100 billion by 2030.
These centers are taking on more high-value work in-house, with the industry moving from rapid expansion to a smarter focus on profits.
AI boosts margins—and signals a maturing tech scene
Companies like Zomato and Paytm have seen their profit margins rise thanks to AI automation.
Meanwhile, digital mergers are up 40% year-on-year, showing that India's tech sector is not just growing—it's getting more sustainable and future-ready.