India’s Auto Component Industry Can It Move Up the Global Value Chain? INDUSTRY AT A GLANCE REVENUE GROWTH TRAJECTORY ~14% CAGR FY20-FY25 6.8% Growth in H1 FY26 10% 5yr sector CAGR INDIA’S SHARE IN THE $700B GLOBAL COMPONENT MARKET EXPORT PERFORMANCE & MARKET DESTINATIONS  WHAT COULD GO WRONG? RISK Slow EV adoption China price dumpingWeak semiconductor […]

India’s Manufacturing – Inflection Point: Structural Shift or Cyclical Momentum? India’s manufacturing sector is growing, but the key question is whether this reflects a long-term transformation or short-term momentum. The reality is that both are at play. There is clear progress, but it is still incomplete. Key sectors such as electronics, automotive, and capital goods […]