Accenture management indicated commencement of industrialization of digital services and increase in size of digital projects. It will be interesting to see if clients segregate large digital projects and work with a number of niche vendors or opt for scale vendors with a track-record of delivering complex integration projects. Select Indian IT companies may benefit if the latter materializes.
While Indian IT has been a late entrant in digital, the companies have stepped up investments and gained momentum in the recent quarters. It remains to be seen whether Indian IT capitalizes on industrialization theme and if it results in growth acceleration in FY2019.
