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Jefferies identifies six sectors powering India’s industrial revolution
Jefferies says India is building new industries that use advanced technology.
It identified six important areas: space, semiconductors, data centres, electronics, solar power and aerospace.
India wants its space economy to become five times larger by 2030.
New private companies are helping develop rockets and other space products.
India is also building factories to make computer chips and electronic parts.
More data centres will support cloud services and digital activity.
Solar manufacturing is growing, and India wants most of the solar supply chain to be located inside the country.
Indian companies are also supplying aircraft manufacturers such as Boeing and Airbus.
Together, these industries could make India a stronger industrial and technology producer.
Jefferies says space, semiconductors, data centres, electronics, solar and aerospace will drive India’s next industrial expansion.
India aims to expand its space economy fivefold to $40–45 billion by 2030, with private firms moving toward commercial operations.
About $20 billion has been committed to semiconductors, with a chip fabrication plant and several OSAT projects advancing toward production.
Data-centre capacity has reached 2 GW and could rise to 10 GW in five years, representing a potential $45 billion investment opportunity.
India is expanding solar and aerospace manufacturing while targeting 90% solar value-chain localisation and higher domestic electronics value addition.
- Who
- Jefferies, the global investment bank, and Indian public- and private-sector companies across six industries.
- What
- A Jefferies report identified six high-growth sectors that could drive India’s new industrial revolution.
- Where
- India, with links to global aerospace supply chains and international original equipment manufacturers.
- When
- The report sets targets including 2030, the next five years and the next six years.
- Why
- A large domestic market, private-sector participation, government support and localisation efforts are expanding industrial capacity and global competitiveness.
Key facts
- Sectors identified
- Space, semiconductors, data centres, electronics, solar and aerospace
- Space target
- A fivefold increase to a $40–45 billion economy by 2030
- Semiconductor investment
- Approximately $20 billion committed, with a further $13 billion incentive plan expected
- Data-centre capacity
- Capacity grew fivefold to 2 GW and is projected to reach 10 GW within five years
- Data-centre opportunity
- An estimated $45 billion investment opportunity across power, cooling, construction and networks
- Solar manufacturing
- India has 35 GW of operational solar-cell capacity and another 100 GW under construction
- Aerospace sourcing
- Boeing and Airbus source approximately $1.4–1.6 billion annually from India
Sources
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