Enterprise Software
The software stack running Indian industry — and who owns each layer.
35/100Sovereignty index
4Import-dependent layers
25Players (16 Indian)
8Recent developments
Value chain
Where India stands
Public Cloud0 · Import-dependent
ERP0 · Import-dependent
Productivity Platforms0 · Import-dependent
Desktop OS0 · Import-dependent
Databases1 · Nascent
AI Platforms1 · Nascent
Cybersecurity1 · Nascent
CRM2 · Emerging
Server OS4 · Substantial
Identity5 · Sovereign
Payment Rails5 · Sovereign
Dependency
Chokepoints
NVIDIA Corporation14 dependents
SAP SE11 dependents
Taiwan Semiconductor Manufacturing Company3 dependents
Gallium3 dependents
Mishra Dhatu Nigam Limited3 dependents
ASML Holding NV2 dependents
Ecosystem
Key players
Activity
Recent developments
- 31 Dec 2027Constraint / ShockSAP ECC end-of-support (Dec 2027) forces re-platform decision on 5,000+ Indian enterprises
- 1 Jun 2026Capital AllocationSovereign-software opportunity sized: ~$51bn TAM by 2035, $4.6-10.2bn/yr import-replacement
- 1 Jun 2026Constraint / ShockDIEM scenarios 2026-2035: outcome ranges from 71% captured (BAU) to 38% sovereign (AI Leapfrog)
- 1 Jun 2026Policy / RegulatoryStrategic roadmap: four-actor moves keyed to the 2027 window
- 1 Jun 2026Capability / Tech[SERIES] Technology Sovereignty Series — V1 SAP (done), V2 Cloud, V3 AI, V4 Engineering SW, V5 Synthesis + Index 2027
- 1 Jun 2026Dependency / Supply[V2 Cloud] Foreign hyperscaler dominance of India's cloud layer; no domestic hyperscaler at scale
- 1 Jun 2026Policy / Regulatory[V2 Cloud] US CLOUD Act extraterritorial reach over India data held on foreign hyperscalers
- 1 Jun 2026Dependency / Supply[V3 AI] Foreign control of India's enterprise AI / agent layer; sovereign-model gap