How Indian IT companies can turn AI disruption into new enterprises, competitive advantage and employment
By Sandeep Barve, Founder & MD, InUnison Strategy Consulting
AI is rewriting a fundamental equation of IT services: productivity can rise without proportional headcount growth. In Western markets, workforce reduction is often presented as evidence of successful AI adoption. For India, with its young workforce and deep technology capabilities, importing that playbook would be a strategic mistake.
Nasscom projected India’s technology industry would generate $315 billion in FY2026 while employing 5.95 million people, with net additions of 135,000. The numbers underline a critical challenge: industry growth need not translate into employment growth at the same rate.
Indian IT companies must turn AI-driven productivity into new businesses, new markets and sustainable employment—not merely lower delivery costs.
Transform technology talent into business-technology talent
AI capabilities alone will not deliver enduring differentiation. Competitive advantage will come from combining AI with industry knowledge, business economics, operational workflows and customer problems.
Indian IT companies should...
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