Sector Snapshot · IT-Hardware

India's Electronics Manufacturing Base Scales Toward US$500 Billion

A fast-read primer on India's electronics system design & manufacturing (ESDM) sector — the backdrop against which we benchmark every company's cost structure in this category.

US$106.35 bn
ESDM industry size by FY28
US$500 bn
Electronics manufacturing output target by FY30
US$47.96 bn
Electronics exports, FY26 (India's 2nd-largest export segment)
12 mn
Jobs to be created by FY27
100%
FDI allowed under automatic route

The Electronics Market Has Scaled Nearly 4x in a Decade

Both the ESDM segment and the broader electronics market have grown consistently, with more to come.

ESDM Market (US$ billion)

FY16 → FY19 → FY25

$59bn
FY16
$90bn
FY19
$220bn
FY25

Electronics Market (US$ billion)

FY16 → FY19 → FY25

$145bn
FY16
$215bn
FY19
$540bn
FY25

What's Pushing the Sector Forward

Robust demand, attractive new investment schemes, and strong policy support define the sector.

Robust Demand
  • India is now the world's 2nd-largest mobile phone manufacturer
  • Electronics manufacturing set to grow 15% in FY25 to $135-140bn
Attractive Opportunities
  • ECMS outlay raised to Rs40,000cr
  • India Semiconductor Mission 2.0 launched
Policy Support
  • 100% FDI allowed under the automatic route

Recent Developments

A sample of the industry-wide and policy moves shaping the sector through early 2026.

Companies We Benchmark in This Sector

Listed Indian IT-Hardware companies in tDoBe's cost-benchmarking coverage.

GNG Electronics
Rashi Peripherals
Moschip Technologies
NELCO
D-Link India
Control Print
TVS Electronics
Bharat Global
DC Infotech
BCC Fuba India
HCL Infosystems
EPW India
Smartlink Holdings
Esconet
Aztec Fluids
Richa Info
Roganto Enterprises
Marushka Technologies

The Cost Benchmark — What We Actually FoundtDoBe Think Report

The market facts above are public background. What follows is tDoBe's own work: every "Other Expenses" line from these companies' own financial records, read by hand and sorted into one clear set of categories — not a keyword search, not each company's own way of reporting it.

13.6%
tDoBe Average — Other Expenses as % of net revenue
55.9×
Gap between the highest and lowest company
11
Cost categories, sorted by meaning
1.4%
Biggest single category — Miscellaneous & Others
FY24/25
Latest available financial records

Where Companies Land — Total Other Expenses

Each mark is one company's total Other Expenses as % of net revenue. No company is named here.

13.6%
0%10%20%30%40%50%60%70%80%

tDoBe Average by Cost Category

Ranked from biggest to smallest.

Miscellaneous & Others
1.4%
Repairs & Maintenance
0.7%
Legal & Professional Fees
0.6%
Travel & Conveyance
0.3%
Rent & Occupancy
0.2%
Total Other Expenses
13.6%
Where the Cost Really Sits

The one bucket that stands out most consistently is Miscellaneous & Others (1.4% of revenue) — no other single category clears even 1%, reflecting how lean the reported Other Expenses base is for this sector.

Why the Range Is So Wide

This sector mixes low-margin hardware distributors with higher-margin niche manufacturers, so the 55.9x gap between the highest and lowest company is largely a business-model difference, not an inconsistency in how the numbers were read.

One Company Held Back

Bharat Global Developers Ltd's filings show characteristics more consistent with a shell company than an operating hardware business, so we've left it out rather than let one outlier skew the picture.

See Where Your Own Company Stands

This is the free, sector-wide view. It tells you where IT Hardware stands as a whole — not where your own company stands against it, category by category, in rupees.

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Compiled from public government and industry sources, February 2026 update · Figures rounded · tDoBe sector snapshot, for informational purposes · Cost Benchmark findings compiled from companies' own financial records, FY2024/25.