Inc42 Datalabs：2025年度印度初创企业趋势报告（英文版）（132页）.pdf

1、 INC42 MEDIA|NOT FOR DISTRIBUTION /1126UNICORNS56NEW AGE TECHLISTED COMPANIES$700 Bn+COMBINED VALUATION60+MINICORNS70K+TECH STARTUPSLAUNCHED147SOONICORNS INC42 MEDIA|NOT FOR DISTRIBUTION /2Indias Moment Of Macro Resilience07Indias Compounding Advantage Executive SummaryIndia emerges as the most resi

2、lient large economy amid global slowdownServices strength offsets global manufacturing weaknessPolicy stability,domestic demand and digital rails anchor long-term growthThe Income Take-Off That Changes Everything14India enters the income take-off band,expanding the addressable premium marketTop 200

3、Mn households drive discretionary,digital-first consumptionPremiumisation accelerates across D2C,gaming,beauty and convenienceThe Rails Beneath Indias Digital Economy18DPI becomes Indias default economic backbone,not a sector-specific enablerPayments,credit,commerce and consent rails compress cost a

4、nd trust barriersScale shifts from customer acquisition to system-level distributionThe Indian Digital Consumer21Consumption becomes credit-led,mobile-first and convenience-drivenPower-law dynamics intensify across ecommerce and platformsMonetisation,not access,becomes the limiting factorGCCs Are Be

5、coming Indias New Talent Engine33GCCs evolve from delivery centres to AI,product and R&D hubsGlobal capability shifts create a new founder and operator pipelineCreator Economys Distribution Power37Creator economy matures,but monetisation remains concentrated INC42 MEDIA|NOT FOR DISTRIBUTION /3Startu

6、p Creation Is Democratised40Rise Of The Indian Startup EconomyStartups become a meaningful job engineOnly a small fraction of Indian startups reach meaningful scaleFunding Reset&Capital Discipline45Funding stabilises at lower levels,structurally closer to 201920Deal counts fall as cheque sizes rise