India’s electronics exports surge 37.9% in FY26, led by US and UAE
India’s electronics exports surge 37.9% in FY26, led by US and UAE
India’s electronic goods shipments rise 37.9% to $26.29B in the first seven months of 2025-26, with the US, UAE and China fueling growth.
India’s electronic goods exports jumped 37.9% to $26.29 billion in the first seven months of 2025-26 compared to $19.07 billion in the same period of the previous year, signaling a demand recovery and stronger manufacturing capabilities. The United States emerged as the top destination, followed by the United Arab Emirates and China. Certain electronics and smartphones are among the sectors exempted from the Trump administration’s 50% tariff regime on Indian goods, helping Indian manufacturers stay competitive in the American market. The UAE climbed to become the second-largest export destination in absolute value, while China showed a sharp year-on-year rise driven by specialised components and intermediate electronic goods. The Netherlands was the only major market to show a decline, with exports slipping 42% from $1.15 billion in the first half of FY25 to $665.73 million in the first half of FY26, reflecting shifts in European inventory cycles and soft demand for specific high-value components. Month-wise data showed consistent expansion across the first seven months of the current fiscal year, with April, May, June and July all posting strong growth. In April 2025, exports rose 39.5% to $3.69 billion; May climbed 53.99% to $4.57 billion; June rose 46.76% to $4.14 billion; and July stood at $3.76 billion versus $2.81 billion in July 2024 (about 34% higher). August recorded $2.93 billion, around 26% above August 2024. September 2025 saw a sharp rise, with growth around 50.54% year-on-year. These numbers point to a resilient export sector and continued diversification into key markets and product segments.
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