India’s Electronics Exports Soar Over 47% in Q1 FY26, Driven by Mobile Phones

India’s electronics export industry continues its upward march, recording an impressive 47% year-on-year growth in the first quarter of FY26 (April to June 2025). Exports jumped to $12.4 billion, up from $8.43 billion in Q1 FY25, according to the India Cellular and Electronics Association (ICEA). This performance reinforces India’s rising status as a global electronics manufacturing hub, with mobile phone exports leading the charge.

Mobile Phones: The Star Performer

The backbone of this surge was undoubtedly mobile phone exports, which soared by 55%, from $4.9 billion in Q1 FY25 to an estimated $7.6 billion in Q1 FY26. This not only reflects the success of government-backed production-linked incentive (PLI) schemes, but also highlights how global smartphone manufacturers are increasingly choosing India as their export base.

This performance has turned India into the second-largest mobile phone manufacturer globally, and now, a growing share of these devices is being shipped overseas—especially to markets in the Middle East, Africa, and Europe.

Growth in Non-Mobile Electronics

While smartphones grabbed headlines, non-mobile electronics also posted healthy growth. This category rose by 37%, reaching $4.8 billion from $3.53 billion in the same quarter last year.

Key contributors in this segment included,

  • Solar modules
  • Networking equipment like switches and routers
  • Charger adapters and electronic components
  • These numbers underscore that India’s electronics growth is no longer just about phones—it’s expanding into a diversified tech ecosystem.

Sector-Wide Trends and Long-Term Projections

According to ICEA, India’s total electronics exports jumped from $29.1 billion in FY24 to $38.6 billion in FY25. Given the current trajectory, the FY26 exports are projected to hit $46–50 billion.

Looking at the bigger picture, India’s overall electronics production has grown from $31 billion in FY15 to $133 billion in FY25. This incredible growth reflects a decade of policy reforms, infrastructure investments, and a rising global demand for alternatives to China in electronics manufacturing.

Shivam

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