How is India’s M&A Market Performing Amid Global Uncertainty?
Synopsis
Key Takeaways
New Delhi, Nov 3 (NationPress) As the global landscape of dealmaking shifts in response to uncertainty, India’s M&A (mergers and acquisitions) sector is showcasing impressive resilience and strategic insight, highlighting sustained investor confidence in the nation's growth fundamentals, according to a report issued by Boston Consulting Group (BCG) on Monday.
Despite a challenging start to the year, the global M&A market is witnessing a resurgence. In the initial nine months of 2025, global deal value experienced a 10 percent increase to $1.9 trillion compared to the same timeframe last year. This recovery is driven not by widespread global optimism, but rather by a selective group of experienced dealmakers undertaking disciplined, strategic investments amidst ongoing market fluctuations, the report indicates.
"While there was a modest rebound in global deal value in 2025, India has sustained above-average transaction volumes since the post-pandemic resurgence. Unlike the global trend of heightened deal value accompanied by reduced volume, India has seen an uptick in deal activity, with only a slight 3 percent drop in value—indicative of robust market dynamics and ongoing strategic realignment across various sectors," stated Dhruv Shah, managing director & partner at BCG.
"Indian dealmaking is evolving in response to global trends: there is a noticeable focus on technology, energy, healthcare, and financial services—sectors that reflect global hotspots for innovation-driven consolidation. As global deal sentiment rebounds, India is strategically positioned to spearhead the next wave of significant transactions, grounded in resilience, digital prowess, and long-term value creation," he emphasized.
North America dominated all regions, contributing to 62 percent of global M&A activity, while Europe showed mixed results. However, Asia-Pacific saw a 19 percent decline to a decade-low of $284 billion, while Africa, the Middle East, and Central Asia recorded a 6 percent rise in total deal value, albeit still below the 10-year average.
Across various sectors, industrials surged by 77 percent year-on-year, led by transportation and infrastructure deals. Technology, media, and telecommunications (10 percent), energy (20 percent), and healthcare (20 percent) also saw increases. In contrast, the materials (-16 percent) and consumer (-17 percent) sectors experienced significant drops in deal value, the report pointed out.
Furthermore, the report highlights that AI is already becoming a vital instrument for dealmakers—transforming processes, streamlining due diligence, and improving transaction efficiency. The competitive edge will depend partly on how swiftly and effectively dealmakers incorporate AI into their everyday operations.