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India Inc Shifts to High-Margin Electronics Design
7 Jan
Summary
- Top Indian electronics firms are moving towards designing high-margin components.
- Companies plan strategic acquisitions to enhance niche specializations.
- Combined revenue of top five firms reached ₹1.22 trillion in FY26.

India's major electronics corporations are intensifying their strategic pivot from producing low-value, high-volume assemblies to focusing on the design and sale of high-margin electronic components. This transition is anticipated to gain significant momentum this year as the nation's top five electronics companies prepare to increase their investment in acquiring smaller, specialized firms. These acquisitions will target niche capabilities in areas such as electronic circuits, sensors, and displays, aiming to boost overall profitability and enhance shareholder value.



