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Bain Report: 1 trillion India Manufacturing Exports in 2028
$418 billion Exports in FY2022
40% growth over FY2021
3
112 reads
six megatrends driving Indian Exports
- supply chain diversification
- Sectoral Advantages
- Government initiatives
- CAPEX infusion into manufacturing
- M&A activity
- PE/VC led investment in manufacturing.
3
85 reads
key Sectors
- Chemicals
- Pharmaceuticals
- Electronics
- Automotive
- Industrial machinery
- textiles
4
53 reads
Lot of Room for growth
- India : sixth-largest economy
- 3.1% of the GDP
- 1.6% only of global trade
3
57 reads
Top 15 export categories accounted for over 72% of total export
BAIN
3
46 reads
Supply chain diversification:
- China Covid Lockdown
- China Geo-political Risk
- ESHA :: lesser polluting industries in .in
3
51 reads
Sectoral advantages:
- India’s cost advantage
- Strong supplier base
- R&D capabilities
- Samsung, Wistron, and Foxconn
3
34 reads
Government-led initiatives:
- PLI outlay of $47.8 billion
- 13 key sectors, resulting in an overall increase in exports.
- fresh infusion of investment of nearly $50 billion, with a production increase of about $500 billion in the next five years.
- electronics, pharmaceutical, automotive, advanced chemistry cell (ACC) battery, solar, and white goods (home appliance) sectors,
3
24 reads
Investments : FDI
- FDI investments increased by about 65% between 2015 and 2020
- Free-trade agreements (FTAs)
- India-UAE Comprehensive Partnership Agreement (CEPA)
- India-Australia Economic Cooperation and Trade Agreement (IndAus ECTA)
3
32 reads
Capex-led growth:
35% year-over-year (YOY)
FY23 ~ $100 billion
6X More Capex in 5Y
3
27 reads
M&As
- $108 billion in M&A deals in India in 2021
- Scope acquisitions outside companies’ core operations == 4/10
- First-time buyers == 80%
- 15.7% == manufacturing sector
- Cross-border M&A == 3X in 4Y to 2021
3
19 reads
PE/VC-led investments:
$70 billion in 2021
55% UP since 2019
Buoyancy in Manufacturing
Focus : Pharma + Chemicals
3
24 reads
Future OF Manufacturing Business
- Contract Research and Manufacturing Services (CRAMS)
- Contract Development & Manufacturing Organisations (CDMO)
- operations globally
- rising cost competitiveness of India.
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18 reads
Sectors to watch out for : Key investment opportunities would emerge here
BAIN
3
19 reads
pharma
- CAGR of 16%–18% = ~$50 billion
- low cost of manufacturing (30%–35% lower than in the US and Europe),
- cost-efficient R&D (about 87% less than in developed markets),
- cheap skilled labour.
3
15 reads
Industrial machinery
- CAGR of 18%–20% ~$75 billion
- demand from developing markets
- low cost + PLIs
- 100% FDI
- higher M&A activities.
3
17 reads
Electronics
- CAGR of 35%–40% ~$145 billion
- strong manufacturing technology
- R&D capabilities
- end-to-end supply chain improvement.
- Mobile phone exports = 5X+5Y
3
19 reads
Automotive
- CAGR of 15%–18% ~$55 billion
- electric vehicles (EVs): CAGR of 37%.
- low-cost manufacturing
- Strong supplier
- key market Penetration like AFR and LATAM
- $3.5 billion outlay for clean energy
4
20 reads
Textile and apparel
- CAGR 13%–16% ~$110 billion
- Complete value chain
- Competitive cost
- PLI scheme ~$1.42 billion
- Preferential market access to 43 countries under 15 trade agreements
3
27 reads
Imperatives for export acceleration for companies
- Define Clear roadmap : products, geographies, and customers
- operations models: Direct; Partners; Acquisition
- Supply Chain Robustness
- business planning: Cash flow & Risk Models
- skills : Legal; Internation Relations; Tech - IPR
3
55 reads
CURATED BY
India growth story in manufacturing would provide a feeder for investment ; research into these reports would be a good start towards stock ideas
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