India Inc Year-End Outlook 2025 Highlights Growth, Consolidation and Structural Shifts

India Inc Year-End Outlook 2025

As 2025 draws to a close, the India Inc Year-End Outlook 2025 reflects a year defined by steady growth, sectoral resilience, regulatory reform, and structural transformation across real estate, insurance, FMCG, technology, employment, logistics, QSR, and enterprise technology.

Industry leaders point to strong end-user demand, disciplined capital deployment, infrastructure-led momentum, and a decisive shift toward long-term, sustainable business models as defining themes of the year.

India Inc Year-End Outlook 2025: Real Estate Anchored in End-User Demand

According to Gaurav Pandey, MD & CEO of Godrej Properties Ltd., 2025 marked a period of sustained growth for Indian real estate, driven by strong housing absorption, firm pricing, and the delivery of major infrastructure projects across key metros.

Demand remained predominantly end-user focused, supported by rising incomes and formal job creation, while consolidation accelerated as customers increasingly favoured branded developers for transparency and execution certainty.

Looking ahead to 2026, the sector is positioned for stable, broad-based growth, supported by disciplined supply, healthier demand–inventory dynamics, and continued infrastructure completions, with momentum rooted in genuine homeownership aspirations rather than speculative activity.

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India Inc Year-End Outlook 2025: Insurance Strengthened by Reform and Capital Access

Naveen Chandra Jha, MD & CEO of SBI General Insurance, noted that 2025 underscored the resilience of India’s general insurance industry amid regulatory changes and base-related adjustments.

As GST rationalisation stabilised and demand strengthened across segments, the industry closed the year on a stronger footing.

A landmark development was Parliament’s approval of the Sabka Bima, Sabki Raksha (Amendment of Insurance Laws) Bill 2025, enabling 100% FDI in insurance.

The reform reinforces the three A’s – Awareness, Accessibility, and Affordability – and aligns the government, regulator, and industry toward the vision of Insurance for All by 2047. Looking ahead, rising climate risk, cyber exposure, and emerging business lines are reshaping coverage needs, with product innovation and regulatory support seen as critical to closing India’s protection gap.

India Inc Year-End Outlook 2025: FMCG Consumption and Retail Channels Evolve

Sunil Agarwal, Co-founder & Chairman of Joy Personal Care (RSH Global), described FY25 as a meaningful year for India’s FMCG and retail sector, with consumption picking up steadily across urban and rural markets, aided by GST rationalisation.

For Joy Personal Care, the year concluded with nearly ₹700 crore in revenue, reflecting 25 percent growth over FY24, driven by balanced contributions from traditional trade, modern retail, e-commerce, and exports.

Similarly, Sudhir Sitapati, MD & CEO of GCPL, highlighted positive consumption fundamentals, rising category adoption, and optimism for 2026, supported by GDP growth, GST and income tax reductions, and increasing consumer spending across emerging FMCG categories.

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India Inc Year-End Outlook 2025: Commercial Real Estate and REITs Gain Depth

Amit Shetty, CEO of Embassy REIT, stated that 2025 was a pivotal year for India’s REIT sector and commercial real estate market, with office stock nearing one billion square feet.

Demand was led by Global Capability Centres (GCCs), multinational corporations, and technology-driven enterprises consolidating into large, integrated campuses.

Regulatory developments, including REITs being classified as equity instruments, deepened investor participation and liquidity.

Strong leasing cycles, improving occupancies, and disciplined balance sheets reinforced REITs as a yield-accretive, inflation-protected asset class, with the outlook for 2026 remaining decisively positive.

India Inc Year-End Outlook 2025: QSR and Food Services Expand with Confidence

Aayush Madhusudan Agrawal, Founder and Director of Lenexis Foodworks, noted that 2025 delivered sustained momentum for India’s QSR industry, driven by evolving consumer preferences for value-driven, quality dining.

Lenexis achieved over 25 percent growth in orders and expanded to more than 250 outlets across 45 cities. Looking ahead to 2026, expansion into emerging markets and continued format and menu innovation remain central priorities.

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India Inc Year-End Outlook 2025: Logistics, Infrastructure and Industrial Parks Scale Up

Aditi Kumar, Joint Managing Director at TVS Industrial & Logistics Parks, described 2025 as a year of resilience and momentum for the industrial and logistics park sector, supported by strong leasing activity, institutional capital inflows, and a shift toward Grade-A, sustainable infrastructure.

The year marked TVS ILP’s 20th anniversary, the listing of its InvIT on the NSE, and strategic expansion across multiple regions, setting the stage for technology-enabled, future-ready growth in 2026.

India Inc Year-End Outlook 2025: Employment, Talent and AI Redefine Work

Viswanath PS, MD & CEO of Randstad India, characterised 2025 as a landmark year for India’s employment landscape, shaped by labour reforms, stabilising compensation trends, accelerated AI adoption, and evolving workforce expectations.

Salary increments averaged 8–10 percent, while demand rose for hybrid human–machine skills, digital leadership, and governance capabilities.

With Gen Z forming a growing share of the organised workforce, organisations re-evaluated culture, leadership, and employee value propositions.

Looking ahead, 2026 is expected to focus on consolidation, skills-first hiring, and capability-building across manufacturing, BFSI, healthcare, and consumer sectors.

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India Inc Year-End Outlook 2025: Technology Moves from Pilots to Execution

Enterprise technology leaders highlighted 2025 as the year India moved decisively from experimentation to execution in AI and digital transformation.

Vikram Bhandari, CTIO, Riveron said, “In 2025, India’s enterprise technology landscape shifted decisively from experimentation to execution. The conversations we’re having with C-suite leaders, especially CFOs and CTOs are now centered on tangible returns, measurable efficiency, and accelerating the move from pilots to full-scale adoption. Over the past year, companies have advanced automation, modernized financial and operational systems, and strengthened governance to meet rising regulatory standards and global competition. Technology and finance leaders are beginning to treat AI as foundational infrastructure, supported by deeper investments in cloud, data platforms, and cybersecurity. The message from 2025 is clear: India is no longer testing digital transformation. The mandate for 2026 is equally clear – execute responsibly, securely, and with unwavering discipline to deliver lasting business impact.”

India Inc Year-End Outlook 2025: Balancing cloud-led agility with infrastructure resilience

Ajay Sawant, Chairman & Managing Director, Orient Technologies said, “As organisations prepare for 2026, enterprise technology is entering a period of accelerated evolution driven by cloud-first architectures, AI-powered automation, and the rapid build-out of digital public infrastructure. These shifts signal a clear move toward services-led transformation models that prioritise agility, resilience, and measurable business outcomes. The year ahead will require technology partners to blend deep services expertise with robust infrastructure capabilities to support mission-critical, high-complexity programmes. Companies that can balance both dimensions will be best positioned to enable organisations as they navigate this next era of digital growth.”

India Inc Year-End Outlook 2025: AI scale meets rising security and resilience demands

Tejesh Kodali, Group Chairman, Blue Cloud Softech Solutions Limited said, “Over the past year, organisations across industries accelerated their adoption of AI for automation, decision intelligence, and operational efficiency, even as they navigated increasingly sophisticated, persistent, and unpredictable threats and disruptions. This dual trajectory has reshaped expectations for 2026, where AI will continue to drive scale, speed, and innovation across every digital ecosystem. As an industry-agnostic solutions provider, we see this shift impacting all sectors alike: the need for continuous intelligence, resilient architectures, and adaptive, self-learning systems is no longer limited to one domain. The path ahead is a transition from fragmented, reactive approaches to integrated, AI-powered frameworks that uphold trust, reliability, and long-term digital growth.”

India Inc Year-End Outlook 2025: From AI Investment to AI Impact: Fixing the Fundamentals

Dr Mukesh Gandhi, Founder & CEO, Creative Synergies Group said, “AI adoption will continue to accelerate in 2026, yet meaningful transformation requires more than just investment in next-generation infrastructure. It demands a relentless focus on the fundamentals. As organizations attempt to move beyond pilots, many will be stalled by critical gaps in data integrity and specialized skills. To convert ambition into dependable value, leaders must resist the temptation of ‘big-bang’ projects and instead prioritize targeted, operational wins. The winners will be those who exercise the patience to fix these structural deficits, pairing disciplined execution with a modernized culture to bridge the divide between strategy and readiness.”

Author

  • Salil Urunkar

    Salil Urunkar is a senior journalist and the editorial mind behind Sahyadri Startups. With years of experience covering Pune’s entrepreneurial rise, he’s passionate about telling the real stories of founders, disruptors, and game-changers.

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