“Betting on your whole work on one country”: Delhi is technician that Al -Hindi is the danger of peak

Indian information technology companies may escape the proposed Doald Trump tariff – but this does not mean that they are safe. A deeper and more serious threat grows: their overwhelming dependence on the American market.

Sandeep Kundu, a technical professional based in Delhi, has a widespread warning mode. “It is not definitions,” he wrote. “He is betting on your whole work on one country.”

India exports more than $ 200 billion in information technology services annually, with more than half of these revenues from American customers. Although services are not subject to tax under Trump’s commercial policy, Condo indicates a risk convergence: tightening visa rules, high costs, and slowing the customer’s request in America that struck inflation.

“The H-1B rejection operations have increased from 8 % to 22 %,” Kundo pointed out. “The site’s delay on the site increases the project costs by 6-8 %, and American customers may soon tighten technology budgets further.”

These numbers are supported by broader industry data. In the 2014 fiscal year, the United States formed 57 % of the revenues of the Indian IT sector. Some of the companies are more exposed: MPHASIS (82 %), continuous systems (81 %), Ltimindtree (75 %), and HCL Tech (65 %) are all dependent on American business.

The result? Indian sellers leave vulnerable to any economic, political or regulatory trauma coming from Washington.

Kondo wrote: “Even if the customs duties do not arrive directly, the client’s feelings and budgets cause great success.” “This alone can slow revenues and pressure.”

Indian information technology companies have started to diversify – but progress is unequal. The first engines reduced their exposure to the United States by 10 ° C (from 62 % to 52 %), with revenue growth from Europe (an increase of 11 %) and the Middle East (an increase of 18 %). However, the United States and Europe account for more than 80 % of industry exports.

This leaves the sector very focused – and is exposed.

Kondo concluded that “the real danger is not a policy.” “It is a focus.”