Scale + Speed = Strength
The materials sector now spans 170 companies with a combined ₹32.4 trillion market cap. But this surge isn’t isolated.
Energy, automobiles, pharma, and machinery are all compounding in sync.
PMI Hits a 10-Month High
- April PMI: 58.2
- Export orders saw the second-fastest growth since 2011
- Pricing power returned — strongest hike in over a decade
Global Demand, Real Momentum
From Africa to the Americas, India’s factories are firing across markets. This isn’t just recovery — it’s reinvention.
Industrial Corridors, Real Returns
The National Industrial Corridor Development Programme (NICDP) is not a paper promise. It’s delivering:
- AI-enabled manufacturing clusters
- Tier 2 and Tier 3 hubs like Dholera
- Integrated infrastructure linking production with consumption
Ambitious Targets, Anchored Plans
- Manufacturing share in GDP to rise from 17% to 25% by 2025
- Exports to reach $2 trillion by 2030
Why Global Supply Chains Are Coming to India
It’s no longer just about cost advantage. India brings:
- Strategic East–West geography
- A 715 million+ strong middle class
- Skilled labour and deep tech talent
- Coordinated government support and policy clarity
This Is Not Catch-Up. This Is Take-Off.
India isn’t just manufacturing more — it’s manufacturing smarter.
And that’s what makes this moment a structural shift, not a cyclical story.
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