SMC Global Securities Limited

2/ The Rules Stay The H-1B program itself continues as before — same eligibility, same lottery system. Only the cost of applying has skyrocketed. The first impact will be seen in FY27 petitions.

5/ Impact on Indian IT Firms Indian IT firms have already reduced H-1B dependence — only 3–5% of their workforce uses them today. Expect a bigger focus on offshore work and local hiring in the US.

4/ Big Tech Isn’t Immune H-1B isn’t just an “Indian IT visa.” Firms like Google, Amazon, Microsoft actually file more H-1Bs than Indian IT companies.

9/ US Clarification $100,000 fee is a one-time fee, not annual. Those who already hold H-1B visas or are outside the US don’t pay the new fee to re-enter.

3/ Why It Matters? Indian IT companies have long relied on H-1B visas to send skilled workers to the US. With fees this high, filing new visas becomes far less attractive.

H-1B is not dead, but far more expensive for new applicants. Indian IT firms and engineers will adapt — think offshore-first strategies and local hiring in the US.

6/ Cost Example If an IT company applies for 5,000 visas in FY27, the fee alone = $500 million. That’s almost unviable, pushing companies to explore alternatives.

8/ Impact on Indians Fewer chances for Indian engineers to work in the US. US career dreams via H-1B become tougher → reliance on local/global opportunities rises.

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