Introduction
You are seeing a shift in the fabric of India's economy. Global Capability Centres (GCCs) are innovating in ways that would not have been possible even 10 years ago. India's GCCs are becoming more AI-centric, reinforcing India as an essential location for tech and research in the region. The risk of this is loss of jobs, but there are employee opportunities as well, with approximately 1,700 GCCs in India producing over $65 billion annually. You will not want to miss the revolution that is happening now. Let's look at how Global Capability Centres are ushering in a new India and what it means for you as an investor.
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India's GCC Juggernaut
The trend of India's GCC market development is unprecedented, with GCC companies in India moving from operational hubs to strategic innovation engines. The growth prospects for GCCs in India are so promising that, as of 2025, more than 90% of these centres will have some focus on advanced technology, product engineering, and AI/ML development, and the largest share of the work will be moved to India. The GCCs in India list includes Fortune 500 companies like Walmart, SAP, and TransUnion. These GCCs focus on cutting-edge AI, cloud, and data analytics solutions. The leading GCCs in India employ approximately 1.6 million, and by 2030, that number is estimated to grow to 2.8 million. EY estimates that Global Capability Centres could add $100 billion to India's economy by 2030, which is 3.5% of GDP. This growth offers fantastic opportunities for you to enter tech-enabled markets.
AI: The Fuel to GCC Growth
What is causing GCC companies in India to flourish? The answer is Artificial Intelligence (AI). Over 70% of India's GCCs have implemented generative AI and automation as a central focus to their overall strategy while also developing more than 185 AI/ML Centres of Excellence (CoEs). These centres are creating solutions for predictive analytics in retail and fraud detection in financial services. This trajectory provides a unique opportunity for you, as the country has positioned itself as the epicentre for AI innovation. For example, GCC Global Capability Centres are upskilling over 120,000 people in AI/ML knowledge. So, you know you are investing in innovation in a country rich with talent. According to Goldman Sachs, Global Capability Centres could contribute $0.5 trillion to India's GDP by 2035, with AI leading the way. For investors, this indicates increased demand for tech stocks and associated sectors.
Government-Backed Growth
The Indian Government is focused on the Indian GCC market. The Ministry of Electronics and IT (MeitY) is enabling the shift of GCCs into Tier-II and Tier-III cities. However, most GCCs are still being set up in Tier-I cities, including Bengaluru, Hyderabad, Pune, and Chennai. The budget announcements support GCCs, with initiatives such as a planned GCC campus in Visakhapatnam that is expected to create a labour force of about 10,000 skilled AI and R&D jobs. This is a great way to combine economic growth with geodiversity to attract more investments into real estate, education, infrastructure, technology and other key areas.
By aligning yourselves and your portfolio with these policies, you can position yourself as perceived as inclusive, tech-led development.
Investment Opportunities Await You
The evolution of Global Capability Centres offers you a wealth of investment prospects. The top GCCs in India are driving demand for AI, cloud services, and telecommunications, boosting related stocks. Sectors such as commercial real estate in Tier-II cities and educational service providers for upskilling are favourably positioned for induced growth (indirectly, though). For instance, the increase in GCC companies in India has increased demand for data centres, which benefits infrastructure businesses. Staying ahead requires real-time knowledge and adept tools to track these trends, which is easy via Motilala Oswal's responsive platforms, removing the clutter created by misinformation and improving your decision-making.
How to Benefit from the GCC Boom
To become part of the India GCC revolution, you should thoroughly research the sectors tied to AI, cloud computing, and real estate (conveniently created by Motilala Oswal in their research-backed tools). After that, use their tools to contact the markets mentioned above to learn what stocks have higher potential. Diversify your portfolio to include technology and infrastructure firms that will benefit from GCC Global Capability Centres. Ensure you keep up to date with upcoming government policies, mainly because of the incentives for their strategic investments in Tier-II /III cities, which might lead to significant opportunities. Above all, ensure your disciplined investments are made based on their long-term vision, not short-term hype.
Conclusion
The number of GCCs established in India is significant not merely because it is one of many available data points. Still, it adds to the evidence of India's emergence as an AI and Innovation hub. As Global Capacity Centres develop, they are creating abundance, employment, and ways for you to build your portfolio. With Motilal Oswal's market-leading platforms, you can keep track of trends, capitalise on developing opportunities, and participate in India's tech-driven future. Start by researching and thinking about how and where you will allocate your capital and ride the India GCC market wave.