Apple prevails in India market among big tech firms

According to Tofler statistics, Apple India outperformed its Indian subsidiaries of Microsoft, Google, and Facebook in the fiscal year 2025, posting the greatest sales and profit despite macroeconomic and tariff constraints.

Apple Prevails in India Market Among Global Tech Firms

Facebook India performed poorly in terms of raw numbers, but Microsoft and Google came in second and third, respectively, in terms of revenue and profit growth.

However, Microsoft and Facebook had superior growth of 20–30% when looking at year-over-year growth. In India, Microsoft’s earnings increased by 38%. Conversely, Google’s performance was poor; its income actually decreased by 3.2%.

Revenue and Profit Growth Comparison in FY25

One expert, who desired to remain anonymous, blamed Apple’s success on the fast expansion of smartphones in India when questioned about how the firms performed differently despite shared macroeconomic challenges.

In FY25, consumers moved to more expensive gadgets while the ad business, a crucial sector for Google, was under strain. Amazon’s AWS services and Microsoft’s Azure provide fierce rivalry for its cloud market.

Device Demand and Market Shift in India

According to Greyhound Research, Apple is protected from macro pressure in three ways: the ecosystem and services layer, demand composition, and localization as a margin stabilizer.

When a larger portion of the device value chain is already inside the nation, tariffs become less significant. Apple’s trajectory in India is becoming more upscale and expensive. According to Sanchit Vir Gogia, Chief Analyst at Greyhound Research, “the premium category does not collapse in the same manner in a year when the mainstream market becomes cautious.”

Why Apple Stayed Insulated From Macro Pressure

The engine continues to run even after hardware growth returns to normal since services income is more recurring and has a greater margin. Because of this, he argued, Apple can continue to dominate in profits even while the market is always complaining about tariffs and economic instability.

Microsoft, on the other hand, expanded as a result of its protected expenditure. Microsoft already acts as the default operating layer for many companies. In order to minimize switching costs and operational risk during a tumultuous year, a CIO will continue to renew services.

Microsoft Enterprise Advantage in India

This explains why you experience both profit leverage and sales growth. Gogia said that Microsoft is addressing India as an infrastructure and data residency market rather than simply a sales market. “Profit growth tells you this was not just selling more, it was selling deeper and running more effectively on top of committed consumption.”

Due to a major portion going to the parent firm in the form of royalties and fees, Meta’s India entity may display a specific income figure for advertising even if the gross ad value on the platform is far higher. Because of this, recorded income seems little in comparison to the platform’s economic impact.

Meta India Revenue Structure Explained

Gogia said, “Meta continued to grow significantly in FY25, which indicates that demand has returned, but it also indicates that the cost allocation model is heavy and will continue to determine how earnings appear.”

According to Greyhound Research, Google’s FY25 deceleration is a signal that the company’s India model is bearing growing structural costs, is under pressure to gain market dominance in high-growth ad formats, and still has a ways to go before it can replace Microsoft as the go-to business partner. Google’s India market may pick up speed again if it tightens execution, enhances commercial clarity, and fosters more corporate trust.

Google India Slowdown Warning Signals

Frequently asked questions

1. Why did Apple do better in FY25 than other major Indian IT companies?

Strong demand for high-end products, improved manufacturing localization, and high-margin service income all helped Apple maintain profits in the face of macroeconomic headwinds.

2. In India, how did Microsoft do in comparison to Apple?

With a profit increase of almost 38%, Microsoft, which came in second, demonstrated robust growth. Its cloud and enterprise operations generated steady, recurrent income.

3. What caused Google’s revenue in India to drop in FY25?

Google reportedly saw a 3.2% drop in income as a result of pressure from the advertising industry and fierce competition in cloud services.

4. What accounts for Meta’s very low revenue figures in India?

Despite high platform utilization, the India entity’s reported income is lower since the parent firm books a significant portion of Meta’s ad revenue as royalties and fees.

5. How did services income contribute to Apple’s expansion?

Even when hardware sales growth slows, Apple is able to retain its profit leadership thanks to services, which provide recurring, high-margin revenue.

Conclusion

Due to high service revenue, localized supply chains, and premium product demand, Apple dominated the major tech race in India in FY25. Microsoft followed with excellent enterprise-driven development, while Meta maintained sustained pace despite accounting structure restrictions.

Ad and cloud demands caused Google to lag. Businesses with premium positioning, enterprise depth, and recurring revenue models are becoming more and more successful in the Indian market.

Disclaimer

Disclaimer: This content is for informational purposes only. Financial and business figures are based on reported data and analyst commentary and may change. Readers should verify details from official sources before making any decisions.