India’s ₹14.7 Lakh crore IT opportunity: Where enterprise infrastructure spending is headed

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By Sunil Arora, Chairman & Managing Director, ABS India
For most of the last two decades, IT budgets in India were treated as a cost to be contained. That assumption is quietly falling apart. Gartner expects Indian organisations to spend more than $176 billion on IT during 2026, close to ₹14.7 lakh crore, and about a tenth more than the year before. The number matters less than what sits behind it: money is moving from keeping the lights on to building infrastructure that can carry a business for the next decade.

What strikes me is how broad the spending has become. This is not a technology-sector story anymore. Central and state governments, banks, hospitals, universities, hotels and even agricultural supply chains are all rebuilding their networks and data systems at the same time. A cooperative bank in a tier-three town and a hospitality chain in a metro are now asking...

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