Electronic exports from India jumped 37.9% to $26.29 billion in the first seven months of 2025-26, up from $19.07 billion.
According to government data, India’s exports of electronic goods increased 37.9% to $26.29 billion in the first seven months of 2025–2026 from $19.07 billion in the same time last year. The US led the way, followed by China and the United Arab Emirates.
According to data from the commerce ministry, the US had a strong 135.9% increase in the value of electronics exports to $12.08 billion in the first half of FY26 compared to $5.12 billion in the first half of FY25, leading the list in terms of absolute value.
The Trump administration’s 50% tariff on Indian imports exempts a number of industries, including smartphones and some electronics, enabling Indian producers to remain competitive in the vital American market.
With an annualised growth of 62.6% to $2.30 billion during that time, the UAE emerged as the second-largest export destination in terms of absolute value.
Specialised components and intermediate electronic items drove a significant 125.8% year-over-year growth in exports to China, reaching $998.98 million.
According to a government expert monitoring trade data who requested anonymity, the Netherlands was the only significant market exhibiting a decline, with exports falling 42% from $1.15 billion in the first half of FY25 to $665.73 million in the first half of FY26 due to changes in European inventory cycles and weak demand for certain high-value components.
The first seven months of the current fiscal year were consistently expanded, according to month-by-month data. On an annualised basis, exports increased by 39.5% in April 2025 to $3.69 billion, 53.99% in May 2025 to $4.57 billion, and 46.76% in June 2025 to $4.14 billion.
Exports increased by almost 34% to $3.76 billion in July 2025 from $2.81 billion in July 2024. Exports reached $2.93 billion in August, a 26% increase over August 2024’s $2.32 billion.
Compared to $2.07 billion in September 2024, September 2025 experienced a dramatic 50.54% increase to $3.12 billion. From a high foundation of $3.43 billion in October 2024, electronic products exports increased by more than 19% to $4.08 billion in October 2025.
According to the expert, “the electronic goods sector continued to demonstrate exceptional momentum in 2025-26, emerging as one of the fastest-growing segments in the country’s export basket.”
He continued, “The strong performance indicates a recovery in demand as well as India’s improved manufacturing capabilities under production-linked incentive schemes.”
The sector regained momentum in September and October, highlighting consistent worldwide demand and enhanced supply chain efficiencies, despite a minor slowdown in month-over-month upward growth momentum in July and August in terms of value.
According to the expert, “India’s electronic goods export performance indicates strong manufacturing depth, diversification of markets, and growing global competitiveness.”
Throughout the rest of 2025–2026, the industry is expected to continue to be a major contributor to India’s export development because of regulatory incentives, growing domestic production capacity, and improved integration with international supply chains, he continued.
Smartphones, consumer electronics, and semiconductor-linked components are among the electronic goods that India exports.
SOURCE – HINDUSTAN TIMES
