Own IT departments and subsidiaries of large Russian holdings earned almost 2 trillion rubles in 2025. The total revenue of captive IT structures reached 1.964 trillion rubles, increasing by 21% over the year, according to MWS Cloud analysts. This market has tripled in four years.
The main drivers are import substitution, the departure of Western vendors, and the transfer of IT budgets inside the parent structures. Big business is actively building own digital platforms, not relying on external contractors.
The most money on their "hardware" and software is spent by financiers and insurers — 754 billion rubles. They are followed by the oil and gas sector (397 billion), retail (307 billion), telecom (172 billion), and transport and logistics (170 billion).
However, experts doubt that most of these companies are ready to work in the open market: their products are often "tailored" to the needs of the parent holdings and do not scale well externally. Nevertheless, the structure is gradually changing. About 17% of captives have already become full-fledged market players with their own brand and external clients. Another 32% combine serving the parent company with the first external projects, gradually transforming from internal IT centers into an independent business.