AI SummaryIndia's IT services sector faces a structural headwind: TCS, Infosys, and Wipro have shed 36–42% of market cap (2021–2026) as generative AI and automation displace mid-to-senior IT roles. An estimated 375,000–500,000 IT professionals require urgent reskilling into emerging domains (GenAI ops, cloud architecture, data engineering). An AI-powered SaaS reskilling platform targeting both corporate bulk licenses (TCS, Infosys, HCL, Tech Mahindra) and individual learners addresses an ₹8,500–12,000 crore addressable market. Ideal for founders with EdTech + enterprise SaaS expertise; MVP break-even achievable in 18–24 months with 50+ corporate pilots + 50,000 paid subscribers. Launch timing is critical in early 2026, before widespread layoffs accelerate.
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