ELECTRONICS MANUFACTURING GROWTH INDIA
Exports key for mobile brands to maximize Mobile Phone Manufacturing Scheme incentives: Kotak
New mobile phone manufacturing incentives will prioritize export growth for brands. Domestic market growth alone may not meet scheme targets. Exports are seen as the key lever for maximizing incentive payouts. The scheme aims to boost India's global manufacturing competitiveness. It also supports domestic brands in achieving technological sovereignty.
Consumer giants' forex earnings shine despite gobal woes
Leading Indian manufacturers significantly increased exports in the last fiscal year. These companies collectively achieved net foreign exchange positive status. Export earnings grew by twenty-nine percent, reaching over one lakh crore rupees. Companies navigated import cost pressures through increased localization efforts. This strategic approach benefited margins and expanded market reach.
India eyes 14-fold jump in electronic component production by FY31: Report
India aims for USD 500 billion in electronics production by FY31. Electronic component production is projected to reach USD 150 billion, a significant increase. Mobile phone manufacturing will also grow substantially, reaching USD 159 billion by FY31. Other categories like consumer electronics and IT hardware will see considerable expansion. This growth signifies India's expanding electronics manufacturing capabilities across diverse products.
Commerce Minister Piyush Goyal leads 200-member business delegation to Japan, to push trade, investment
Commerce and Industry Minister Piyush Goyal will lead a 200-member business delegation to Japan from August 24-27 to boost bilateral trade and investment, with a focus on high-tech manufacturing, semiconductors, AI, clean energy and other emerging sectors.
PLI 2.0 for mobiles set to reward scale, exports; Dixon a key beneficiary: Motilal Oswal
The government’s new mobile phone manufacturing incentive scheme is set to favour companies with scale, export capabilities and strong domestic supply chains. Motilal Oswal said Dixon Technologies is well positioned to benefit, while higher incentives for incremental sales and domestic sourcing could boost volumes and support greater backward integration across the sector.
Will Paras Defence, MTAR Tech, HAL, other defence stocks deliver explosive returns? Here's what analysts say
Defence stocks are currently soaring, largely fueled by progressive government reforms aimed at strengthening the sector. Analysts maintain a positive outlook on future growth, bolstered by the Defence Ministry's list that encourages domestic procurement. Although valuations may seem elevated, market corrections present prime opportunities for investors. As India aspires to lead in global defence technology, the horizon looks promising for the industry.
- Go To Page 1

Kaynes Tech, Dixon Tech, Syrma shares rise up to 2% after govt notifies Rs 62,500 cr mobile manufacturing scheme
Shares of Kaynes Tech, Dixon Technologies and Syrma SGS gained after the government notified its Rs 62,500 crore Mobile Phone Manufacturing Scheme. The five-year initiative offers incentives to manufacturers and Indian brands, aiming to boost domestic value addition, exports, intellectual property, employment and India’s position as a global electronics manufacturing hub.

National Space Day: From Chandrayaan-3 to Aditya-L1, how Indian chips are powering its space missions
Made-in-India semiconductor chips are now powering key Indian space missions. These domestically manufactured components support lunar and solar exploration efforts. Specialized chips from Mohali's Semiconductor Laboratory are used in Chandrayaan-3 and Aditya-L1. Indigenous processors are also integrated into satellite launch vehicles for onboard computing. This growing capability strengthens India's technological independence in space exploration.

Long-term investing: One reason is good enough, and a must, to own a business. 8 stocks with an upside potential of up to 36%
In today’s world, investors cannot assume that correlations that worked in the past will work in exactly the same manner now. We are in a phase where some old relationships continue to hold, while others get redefined. Geopolitics, fiscal concerns, interest rates, currency movements, and capital flows are all interacting differently across markets, making the larger picture much less straightforward.

The next export story: A $50 billion prize India can't afford to miss
India’s telecom equipment exports remain small at about $0.6-1 billion a year, while imports are four to five times higher. A new NITI Aayog assessment says India could turn this imbalance into an opportunity and become a $50 billion telecom equipment export hub by 2035.

Apple may expand manufacturing in India beyond iPhones
In an effort to bolster its device manufacturing sector, India has launched a new scheme aimed at enticing industry leaders like Apple and Google. The government has put forth a Rs 62,500-crore plan designed to elevate domestic value addition and empower Indian smartphone brands. With notable growth in mobile phone exports, this initiative endeavors to encourage both local sourcing and increased production from global firms.

Samsung to reclaim top position in smartphone market this year: Counterpoint Research
Samsung is expected to reclaim the top spot in the global smartphone market in 2026, even as a worsening memory-chip shortage drives up component costs and hits overall phone shipments, according to Counterpoint Research.

LG Electronics India bets on exports, B2B products for margin boost
LG Electronics India is looking to exports and B2B products as key growth drivers as its Korean parent aims to make India a global manufacturing hub. The company expects these businesses to help improve margins amid pressure from higher raw material costs, rupee depreciation and geopolitical risks.

Mobile phone makers with turnover of Rs 10,000 cr in FY26 eligible for MPMS: Govt
The government’s Rs 62,500-crore Mobile Phone Manufacturing Scheme (MPMS) will cover mobile phone makers and electronics manufacturing services firms meeting specified turnover and Indian ownership criteria.

India's August private sector growth recovers slightly from over four-year low, PMI shows
August marked a subtle rise in India's private sector activity, propelled by a rebound in services growth that countered the slowest factory expansion in five years. New orders showed a quicker pace but continued to be underwhelming against historical averages. The services sector's vigorous hiring led to a boost in employment, while business confidence for the future grew, albeit slightly.

ETMarkets Smart Talk | India’s next growth leaders? Bajaj Alts’ Jitendra Gohil bets on electronics, solar, defence
He also sees opportunities in defence, shipbuilding, infrastructure and aerospace, though he cautions investors about demanding valuations.

The not-so-great visa wall of China: Why Indian business is stuck
China's security focus is now restricting Indian business visas, impacting economic ties. India eased investment rules, and China tightened its security matrix afterward. Indian executives face visa hurdles, affecting on-site supplier visits for procurement needs. China's rare earth export controls have caused manufacturing supply bottlenecks for India. New Delhi must diplomatically address these visa issues to normalize trade relations.

India Inc should utilise FTAs, focus on value addition, diversify export markets, says govt official
Industry must utilize free trade agreements for expanded market access and investment. Value addition and supply chain resilience are crucial for global competitiveness. Diversifying export markets will open new trade corridors for India. Engaging on technical standards will position India as a market leader. India aims to be a trusted partner and engine of global growth.

Exicom makes India’s first liquid-cooled EV charger modules
Exicom Tele-Systems is now manufacturing liquid-cooled power modules for EV chargers. This new production facility in Hyderabad will serve global markets, including North America and Europe. The company's move addresses heat challenges in high-power electric vehicle charging systems. Exicom's acquisition of Tritium enhances its liquid-cooled technology capabilities.

Jubilant Ingrevia to acquire 40pc stake in Zettaone Technologies for Rs 189.2 cr
In a significant move, Jubilant Ingrevia will take a 40% stake in Zettaone Technologies for Rs 189.2 crore. This acquisition is expected to bolster Jubilant's position in the electronics value chain. Zettaone Technologies, with its integrated electronics design and manufacturing prowess, will see the deal finalized in two stages by September 2027, aligning with Jubilant Ingrevia's strategic growth in the EDMS industry.

Govt approves 31 proposals worth Rs 7,877 crore under electronics component scheme
The approvals are aimed at boosting domestic manufacturing of electronic components and strengthening India’s electronics supply chain, according to the secretary.

From dairy machines to AI factory: L&T is future-proofing its empire
Larsen & Toubro is entering a new phase of diversification, using its engineering, infrastructure and financial strength to build technology-led businesses. The recently-won Rs 15,000 crore AI factory contract is part of a broader strategy spanning electronics, semiconductors, green hydrogen, battery storage, defence technology and potentially rare-earth magnets, as L&T seeks to evolve from project execution towards technology ownership.

Beyond assembly: Why India may need to move from scale to finesse in manufacturing
India’s manufacturing opportunity is shifting from scale and assembly to deeper capabilities, engineering and innovation.

Govt clears 31 projects worth Rs 7,877 crore for electronics builds
The latest group of 31 applicants is expected to manufacture 30 products. They are targeting production worth `82,243 crore at facilities spread across 10 states, which will employ 9,588 people.

Independence Day sales surge up to 25%, lifting festive demand
This year's Independence Day sales have brought impressive growth for brands and retailers, with value sales soaring by up to 25% and volume sales increasing by 5-7%. Such encouraging figures foreshadow a vibrant festive consumption period ahead. Major players like Reliance Retail and Lifestyle have documented remarkable sales performance, while online platforms have also witnessed demand surpassing expectations across diverse product categories.

Amber Enterprises to make Oppo, OnePlus, Realme phones in India from March 2027
Amber Enterprises will begin smartphone production for Oppo, OnePlus, and Realme in 2027-28. The company plans to produce eight million units in the first year of operations. Production is expected to scale to sixteen million units in the subsequent year. This move aligns with Chinese brands deepening their asset-light manufacturing models in India. Amber also anticipates margin pressure in its bare printed circuit board business.
PCB crunch, US tariffs shrink Q1 electronic component exports
First-quarter electronic component exports shrank 16% year-on-year to $1.34 billion, while overall electronic goods exports increased 22.5%, latest data from the commerce department showed.
Load More