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Nirmal Bang Report
Commentary of industry players whom we have interacted with over the last two weeks reinforces the ‘compressed transformation’ narrative.
FY22 is likely the peak year for industry growth rate in this cycle. However, while growth over FY22-FY25 will slow from FY22 levels, it will likely remain higher than the 6-8% seen in the FY15-FY20 timeframe.
This is being driven by higher tech intensity seen across global corporations as they embrace digital transformation in a much bigger way than they have ever done in the past.
Much of this digital services work will flow to India since it is the outsized global supplier of services talent.
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