2025印度科技行业研究报告

Executive summary 1. Huge talent pool 5. Global Innovation Index •Withaworkforceof5.8millionprofessionals,Indiaaccountsfor28%oftheglobalScience,Technology,Engineering,and Mathematics(STEM)talentpool and 23%of the world'ssoftwareengineeringprofessionals.Indiais home to 34,000 technologystartups,including3,600deep-techstartups,driving innovation in artificial •India ranks 39th among the 133 economiesfeaturedinthe GlobalInnovationIndex(GII)2024.•India ranks 36th out of 170 nations on UNTradeand Development(UNCTAD’s)2024 •With over 1.8 lakh Department forPromotionofIndustryandInternalTrade(DPIIT)-recognizedstartups(asofJune30,2025),India ranks as the world’sthird-largeststartupecosystem. 4. Growing informationtechnology sector 3. Rising investment •India’sgrowingtechnologyworkforceisattractingstrong interest from globalanddomesticfirmsrampinguphiring, •India’sjobmarketremainedresilientinQ4 FY25,with 82%of employersactivelyhiring.Demandwashighestforrolesin software development(29%),dataanalyticsand science(26%),and •With more and more multinational companies setting up theirResearch & Development (R&D) centres in India, the sector hasseen an uptrend in investment in recent years.•ForeignDirectInvestment(FDI)upto100%ispermittedinthe sales(23%),reflecting the industry’sgrowingshift toward digital and tech-drivenskillsets.2. Policy framework•National Science,Technology anddomainofSatellites-EstablishmentandOperations.•Union Budget 2025-26 allocated Rs.20,000 crore(US$2.33billion)for Research,Development and Innovation,launched aDeepTechFundofFunds,andintroducedaRs.100crore(US$11.67 million)National Geospatial Mission,alongside majorfundingboosts for science,technology,and biotechnologyschemes. •India'sinformationtechnologyindustryis projected to close with avaluationofRs.29,91,450crore(US$350billion)in FY26,surpassing Rs. InnovationPolicy,2022(STIP 2022)hasenvisionedtoputIndiaamongtop•InAugust2025,IndiaboosteditsspacesectorwithRs.211crore(US$24.62million)undertheFundof FundsforStartups,with upcomingprivate-builtPSLV,firstprivatesatellite,andaPublic-FY25,Infomerics Ratings said in a outcomebytheyear2030bybuildingarobust science,technology andPrivatePartnership-ledEarthObservationConstellation.•Spending in the Indian information technology(IT)sector isprojectedtoreachUS$161.5billionin2025,comparedtoUS$ crucialrole in the country’s goal ofbecomingaRs.5,97,17,000crore(US$7trillion)economyby2030,contributingaroundRs.85,31,000crore innovationecosysteminthecountry.•ThedraftSTIP2022hasenvisionedtohave30%participation of women in145.4billionlastyear,withagrowthrateof11.1%.•Entities in India spent US$1,703.8 million on AI in 2023.AIspendingin India is expected to increase to US$5 billion with CAGR(compoundannualgrowthrate)of31.5%between2023to Advantage India Advantage India 4. Attractive Opportunities IndianInstitute of Technology(IIT)Madras and IndianSpaceResearchOrganisation(ISRO)havedevelopedandsuccessfullybootedIndia’sfirstindigenoussemiconductorchip,theRISC–VControllerforSpaceApplications(IRIS),showcasingdomesticR&Dstrengthinspacetechnology. 1. Robust Demand •Thecountry remains among the top threecountriesinscientificpublicationasperNSFdatabaseandintermsofno.ofPhDs,insizeofHigher EducationSystem;aswell asin India’sdrone market could growfrom Rs.35,696 crore(US$4.2billion)in2025toRs.1,95,477crore(US$23billion)by2030,aspertheEY-FICCIreport“MakingIndiatheDroneHuboftheWorld.” •India’sartificial intelligence(AI)industry issettoreachRs.2,47,766crore(US$28.8billion)by2025,drivenbyrapidtalentgrowthanddemandprojectedtotouchonemillion UnionMinisterDr.JitendraSinghlaunchednewscientifictoolsand digital services on Ministry of Earth Sciences (MoES’s)19thFoundationDay,enhancingIndia’sclimatepreparedness,meteorologicalinfrastructure,disasterforecasting,and support for farmers,fishers,and watermanagement. Indiafiledover86,000AIpatentsbetween2010and2025,accountingfor 25%of all techpatents,withfilingsfrom2021-25 seven times higher than 2010-15,and 63%originatingdomestically. 2. Rising private activity 3. Policy Support •Intune with Prime Minister,Mr.NarendraModi’svision of National Hydrogen Mission(NHM),M/sMultiNanoSenseTechnologiesPrivateLimited,Maharashtra has come upwithplan to manufacturing of Hydrogen TheUnionCabinetclearedaRs.99,771crore(US$11.65billion)Research,DevelopmentandInnovation(RDI)schemetoboost deep-techresearchthrough AnusandhanNationalResearchFoundation(ANRF)funding,withindustryleadersbackingthemovebutseekingclearergovernanceandfund •Underthe IndiaAI Mission,startups likeSarvamAI,SoketAI,GnaniAI,andGanAIarebuildingopen-sourcemodels,backedbyaffordableGPUs,datasets,andglobalprogrammesto drive AI solutions in key TheIndiaAIMissionhasbeenallocatedabudgetofaroundRs.2,000crore(US$236.4million),amassiveincreasefromRs.173crore(US$8.6million)in2024-25. DST’sNIDHIprogrammehasfosteredanationwidenetworkofTBIs and STEPs,strengthening India’s innovation Market Overview Evolution of science and te