Market pulse › Manufacturing

Manufacturing

Topic tag · tracked since 24 Sept · also make in india, pli, pli scheme, production linked incentive

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Today21 stories · 35 articles83 stories since 24 Sept

Net tone▲ +29% today+43% over the week

Market checkIndia Manufacturing +0.46%Nifty India Manufacturing on Fri, 25 Sept · Nifty +0.34%

Developing6 storylinesBiggest: Make in India’s manufacturing progress · 6 updates

Manufacturing in three lines

Written 2h ago from its latest stories

Borosil shares rose 6% in a weak market
Chemplast Sanmar partially restarted operations at its EDC manufacturing plant in Karaikal
Jyoti CNC fell 3.30% to Rs 1,030.50 after disclosing a fire at its Rajkot manufacturing facility

Stories per day

Bar colour is the day’s tone · tracking began on 24 Sept

1924 Sept

3325 Sept

926 Sept

927 Sept

1328 Sept

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stories together this week · colour is their tone

Electronics manufacturing21 Economic growth17 Semiconductors13 Chip plants11 Infrastructure9 Renewables7 Trade data7 Solar manufacturing6 Steel6 Trade and tariffs6

Stories

83 in all · newest first

Data▼ bearishIndia's solar cell capacity lags module additions 5x in H1, imports up 18%India added 50.6 GW of solar module capacity versus 9.7 GW of cell capacity in H1 2026Solar manufacturing Renewables Trade and tariffs1 source
31m

Expansion▲ bullishExplained - Two key reasons why Borosil shares are up 6% in a weak marketBorosil shares rose 6% in a weak marketBorosil China Trade and tariffs1 source
2h

Funding and debt● mixedBalwaan Krishi raises ₹100 crore in Series B fundingThe agritech startup raised ₹100 crore in a Series B roundAgriculture Startup funding Startups and VC2 sources
43m

Expansion▲ bullishIndia's Smartphone Manufacturing Enters Next Phase As Focus Shifts From Assembly To Making ComponentsIndia is moving beyond smartphone assembly as domestic component and electronic-material production expandsElectronics manufacturing Semiconductors Chip plants1 source
2h

▲ bullishChemplast Sanmar resumes operations at Karaikal manufacturing plantChemplast Sanmar partially restarted operations at its EDC manufacturing plant in KaraikalChemplast Sanmar1 source
3h

Data● mixedWeekly policy watch: Goyal-Greer meet, IIP, PMI and forex data in focusPolicy calendar includes industrial output, manufacturing activity and fresh forex-reserves dataPMI and IIP Forex reserves Economic growth1 source
3h

Expansion▲ bullishNMDC Steel Share Price Jumps Nearly 2% After It Commissions Rs 5,427 Crore Iron Ore Processing PlantNMDC Steel Steel Mining1 source
3h

Market move▼ bearishJyoti CNC Automation drops after fire at Rajkot manufacturing facilityJyoti CNC fell 3.30% to Rs 1,030.50 after disclosing a fire at its Rajkot manufacturing facilityJyoti CNC Automation1 source
3h

Market move▼ bearishHitachi Energy India Ltd Slides 1.81%Hitachi Energy India shares slid 1.81%Hitachi Energy India Nifty and Sensex1 source
3h

Expansion● mixedSandur Manganese sets up subsidiary to manufacture medical devicesSandur Manganese & Iron Ore incorporated wholly owned subsidiary Royal Sandur MedTechSandur Manganese & Iron Ores Mining1 source
5h

Policy● mixedPLI: Electronics firms got Rs 19k crElectronics manufacturing Semiconductors1 source
9h

Policy● mixed‘UP’s investment policy is shifting to high-value manufacturing, tech sectors’: Yogi AdityanathElectronics manufacturing S Jaishankar Maharashtra1 source
12h

Expansion▲ bullishCyient DLM sees 25-30% growth in electronics design and manufacturingCyient DLM Cyient Electronics manufacturing1 source
13h

● mixedManufacturing mutual funds: Top scheme delivered over 23% in 1 year—did this stellar return come with higher risk?Top manufacturing mutual fund schemes delivered over 23% in one yearMutual funds Market valuations1 source
14h

Policy▲ bullishLarge-Scale Electronics PLI Beneficiaries Get Rs 19,091-Crore Incentives, Draw Rs 20,580-Crore InvestmentLarge-scale electronics PLI beneficiaries received ₹19,091 crore in incentives and drew ₹20,580 crore in investmentElectronics manufacturing Trade data Chip plants3 sources
2h

Order win● mixedSteamhouse India wins Rs 311 crore EPC mandate for 300 TPH steam project in Himachal PradeshSteamhouse India won a Rs 311 crore EPC mandate for a 300 TPH steam and co-generation plantSteamhouse India Infrastructure Power sector1 source
19h

Policy● mixedSmartphone PLI payouts match investmentsElectronics manufacturing Semiconductors1 source
20h

Policy● mixedUttar Pradesh has emerged as preferred investment destination: Piyush GoyalPiyush Goyal said Uttar Pradesh has emerged as a preferred investment destinationEconomic growth Dinesh Pant Maharashtra1 source
22h

Data▲ bullishIndia’s consumer durables market could reach ₹3.25 lakh crore by 2030Market projected to reach ₹3-3.25 lakh crore by 2030Electronics manufacturing FMCG and consumption Economic growth4 sources
19h

Expansion● mixed18-year-old entrepreneur plans Gujarat lead-frame factoryThe first phase is planned to produce 50 crore lead frame units annuallySemiconductors Chip plants Electronics manufacturing3 sources
42m

Expansion● mixedFujiyama Power Systems plans 1.2 GW solar cell plant; reports differ on locationThe planned solar cell facility will have 1.2 GW capacityFujiyama Power Systems Solar manufacturing Renewables3 sources
1d

Policy● mixedPLI scheme attracts Rs 2.40 lakh crore investments across 14 sectors, enhancing manufacturing capacity: ReportElectronics manufacturing1 source
1d

Expansion● mixedWebsol Energy secures 54-acre land in West Bengal for 4GW solar manufacturing plantWebsol secured 54 acres at West Bengal’s Falta Industrial Park for a solar manufacturing facilityWebsol Energy System Solar manufacturing Renewables1 source
2d

Expansion● mixedIndia’s first port-based e-methanol plant planned at Kandla with ₹2,300 crore investmentThe project carries an investment of ₹2,300 crorePorts and airports Chemicals Infrastructure4 sources
2h

Policy▲ bullishCentre extending support to manufacturing to end dependency, says Finance MinisterGovernment is offering incentives to manufacturers seeking to reduce dependence on other countriesFinance Ministry1 source
2d

Expansion▲ bullishFive YEIDA projects worth ₹469 crore receive land allotmentsFive industrial projects received land allotments in YEIDA regionYEIDA2 sources
2d

Funding and debt● mixedAequs To Raise ₹650 Cr Via Preferential Issue To Bolster Manufacturing CapacityAequs approved a preferential issue to raise up to ₹650 croreAequs Startup funding Startups and VC1 source
2d

Broker call▲ bullishGreed and Fear index: BEL, Adani Energy to Eternal | Chris Wood's Jefferies India portfolio has 22 stocks for long termJefferies' Christopher Wood highlights private investment in energy and manufacturingAdani Group Adani Energy Solutions Eternal1 source
2d

Expansion▲ bullishPunjab emerging as major industrial hub, attracted ₹1.89 lakh cr investment in 4 years: MannPunjab attracted ₹1.89 lakh cr in investment over four yearsJobs and layoffs Economic growth1 source
2d

Policy▲ bullishFrom synthetic graphite to PCBs: Ashwini Vaishnaw says India is going deeper into smartphone manufacturingIndia is moving beyond smartphone assembly to making more components and materialsElectronics manufacturing Semiconductors Dinesh Pant1 source
2d

Expansion▲ bullishIndia's urea self-reliance push draws 17 proposals worth ₹2 trillion17 proposals worth ₹2 trillion are under examination by the department of fertilizersFertilisers Agriculture1 source
2d

Data● mixedPLI payouts cross Rs 36,750 crore, manufacturing investments top Rs 2.58 lakh croreElectronics manufacturing1 source
3d

● mixedChina's manufacturing scale shows the path to first-world statusChina1 source
3d

Data▲ bullishTamil Nadu moves to top of equity FDI table in Q1Tamil Nadu topped the equity FDI table in Q1FDI Tamil Nadu Newsprint & Papers Shriram Finance1 source
3d

Data▼ bearishTea output slips, exports drop in January-July 2026Tea output and exports fell during January-July 2026Agriculture Trade data Trade and tariffs1 source
3d

Order win▲ bullishRashtriya Chemicals awards ₹797 crore ammonia plant revamp order to Larsen & ToubroRashtriya Chemicals awarded L&T a ₹797 crore ammonia plant revamp orderRashtriya Chemicals and Fertilizers L&T Fertilisers1 source
3d

Expansion▲ bullishAfter two overseas buys, Poly Medicure doubles down on domestic manufacturingPoly Medicure plans to launch 25-30 new products every year by FY30Poly Medicure1 source
3d

Policy● mixedHeavy industries ministry earmarks ₹780 crore to upgrade automotive testing infrastructureAutos Infrastructure Government capex1 source
3d

Expansion● mixedIndia is going deeper into smartphone manufacturing, beyond final assembly: Ashwini VaishnawElectronics manufacturing Semiconductors Chip plants1 source
3d

Policy● mixedPharma PLI attracts over Rs 46,700 crore investments, but China still dominates API importsPharma and healthcare China Trade and tariffs1 source
3d

Expansion▲ bullishEaseMyTrip’s EMTev launches electric buses in Bhopal, targets 5,000 annuallyEMTev has started deploying electric buses in BhopalCommercial vehicles EVs and batteries Easy Trip Planners2 sources
3d

● mixed12 years of Make in India: What worked, what's unfinished and what comes nextIndustry leaders say manufacturing has moved beyond the import-dependent model of a decade agoElectronics manufacturing Chip plants Economic growth1 source
3d

Data▲ bullishIndia’s steel output rises 4.6% in August even as global production declinesIndia’s steel output rose 4.6% in AugustSteel Metals and mining China1 source
3d

Policy▲ bullishGovernment disburses ₹36,754 crore under PLI schemes through June 30Cumulative PLI incentives disbursed reached ₹36,754 croreJobs and layoffs Economic growth6 sources
3d

Expansion▲ bullishRefex Industries starts commercial operations at Pune ready-mix concrete plantRefex commenced commercial operations at its Pune RMC plantRefex Industries Infrastructure Cement3 sources
3d

● mixedIndia vs China manufacturing: Where India stands as Jefferies flags scale, energy and capex gapsIndia is expanding manufacturing across steel, electronics, solar modules and semiconductorsChina Steel Electronics manufacturing1 source
3d

Expansion▲ bullishSuzuki targets India production capacity of 4 million units annually by FY30Suzuki plans to raise India production capacity to 4 million units annually by FY30Suzuki Motor Corporation Maruti Suzuki2 sources
3d

Policy▲ bullishUttar Pradesh policy offers export incentives for 2025-30The state policy supports Uttar Pradesh businesses selling goods and services abroadShipping and logistics E-commerce Infrastructure2 sources
2d

Policy● mixedYogi pitches ODOP, manufacturing push to connect artisans with world, eliminate middlemen1 source
3d

Policy● mixedMake in India turns 12: Amit Shah points to record defence output, chip push and Rs 12.22 lakh crore capexDefence Government capex Chip plants1 source
3d

● mixedPM Modi lauds 'Make in India' success, credits infra, innovation for growthNarendra Modi credited infrastructure and innovation for the success of Make in IndiaNarendra Modi Infrastructure Economic growth1 source
3d

Policy● mixedUP exports Rs 2 lakh cr worth of products, aims to expand global manufacturing footprint: CM YogiTrade data Trade and tariffs Electronics manufacturing1 source
3d

● mixedMake in India turns 12: PM Modi hails growthNarendra Modi Economic growth1 source
3d

Deal● mixedUsha Martin sells optical fibre manufacturing business to R R Kabel for Rs 77 croreUsha Martin approved a ₹77 crore slump sale of U M Cables’ optical fibre business to R R KabelR R Kabel Usha Martin1 source
3d

● mixedMake in India failed to boost jobs, investment: CongJobs and layoffs Economic growth1 source
3d

▲ bullishModi marks 12 years of Make in India, cites manufacturing and export growthPM Modi marked 12 years of Make in IndiaNarendra Modi Economic growth Electronics manufacturing2 sources
3d

Broker call▲ bullishChris Wood is betting on this capital goods stock for his India long-only portfolioJefferies rates Hitachi Energy India “buy” with a ₹45,790 price targetHitachi Energy India1 source
3d

Data▲ bullishIndia records FY26 high of $94.53 billion in FDI; cumulative inflows hit $843 billionFDI reached a record $94.53 billion in FY 2025-26FDI Economic growth Jobs and layoffs5 sources
3d

● mixedMake in India at 12: The Next Industrial LeapChip plants Economic growth Railways1 source
3d

● mixedWeekly Tactical Pick | Deepa Jewellers: Betting on organised jewellery manufacturingDeepa Jewellers Retail Gold1 source
3d

Expansion▲ bullishSuzuki targets 4 million-unit India capacity by FY30, halves development timeIndia vehicle capacity target is 4 million a year by FY30Maruti Suzuki Cars and SUVs Autos5 sources
3d

IPO● mixedGerman Green Steel IPO opens; grey-market premium signals potential listing gainsThe ₹303.90 crore IPO is open for subscription from September 25 to 29Steel Metals and mining Market valuations7 sources
3d

● mixedMake in India gains remain limited to a handful of sectors, with patchy impactRecent government incentive schemes have seen some successJobs and layoffs Economic growth Trade data2 sources
3d

IPO● mixedJSW One Platforms files draft papers for ₹3,054 crore IPOProposed IPO includes a fresh issue of up to ₹1,300 crore and an offer for sale of ₹1,754.01 croreJSW Group Infrastructure SEBI10 sources
2d

Expansion● mixedLower commissions could push Policybazaar into insurance manufacturing: Yashish DahiyaPB Fintech is evaluating entry into insurance manufacturing as distribution commissions may fall significantlyPB Fintech Insurance distribution Insurance1 source
4d

Expansion▲ bullishUltraTech Cement adds 4.6 mtpa fresh capacityUltraTech added 4.6 mtpa of capacity, taking domestic grey cement capacity to 204.7 mtpaUltraTech Cement Cement1 source
4d

Expansion▲ bullishInterarch Building Solutions inaugurates Andhra Pradesh heavy steel plant with 24,000 MT capacityInterarch Building Solutions inaugurated an Andhra Pradesh heavy steel plant with 24,000 MT capacityInterarch Building Solutions Steel Metals and mining1 source
4d

Expansion▲ bullishTitan Engineering & Automation sees semiconductors driving 20% of sales in five yearsSemiconductors are expected to account for 20% of sales in five yearsSemiconductors Titan Company Chip plants1 source
4d

Policy● mixedFSSAI proposes restricting the paneer label to non-analogue dairy productsDraft amendments would restrict the manufacture and sale of analogue products as paneer7 sources
3d

Expansion▲ bullishWaaree Group enters specialty gases to serve semiconductor and solar manufacturersWaaree plans a Gujarat plant for specialty gases serving semiconductor and solar cell manufacturersSemiconductors Solar manufacturing Waaree Energies2 sources
3d

Policy▲ bullishGovt starts consultation to develop indigenous chips, modules for power gridsGovernment consultation aims to develop indigenous chips and modules for power gridsSemiconductors Power sector Chip plants1 source
4d

● mixedBoP pressure likely to remain a challenge: CEA V Anantha NageswaranCEA V Anantha Nageswaran said India must pursue manufacturing and servicesV Anantha Nageswaran Economic growth1 source
4d

Deal▲ bullishIGL looking to acquire stakes in city gas distribution firms: ChairmanIGL is looking to acquire stakes in city gas distribution firmsIndraprastha Gas Natural gas Renewables1 source
4d

Data● mixedIndia’s top consumer durables companies spend less than 1% of revenue on R&D: BCG-CIIIndia’s top consumer durables companies spend less than 1% of revenue on R&DElectronics manufacturing Economic growth FMCG and consumption1 source
4d

Expansion● mixedTop Manufacturer Sees India’s $50 Billion-Plus Factory Push Paying Off by 2030Electronics manufacturing Chip plants Economic growth1 source
4d

Expansion● mixedBelden-Ruckus Wireless to expand local manufacturing capacity in IndiaBelden will initially make Ruckus ICX Ethernet switches at its 300,000-sq-ft Pune facilityElectronics manufacturing1 source
4d

Policy▲ bullishEconomic Affairs Secretary says India is building capacity in strategic sectorsAnuradha Thakur said India must build capacity in strategic sectors such as semiconductorsSemiconductors Economic growth Anuradha Thakur2 sources
4d

Policy▲ bullishMake in India shifts focus to deeper manufacturing capabilities, global competitiveness: CIICII says manufacturing is shifting from capacity expansion to stronger domestic supply chains, technology and global integrationElectronics manufacturing Chip plants Shipping and logistics1 source
4d

Expansion● mixedPraneetha EcoCables plans to start solar wire manufacturing in OctCommercial production has begun at the greenfield facility, with the first bare copper wire batch dispatchedSolar manufacturing Base metals Renewables1 source
4d

Policy● mixedQuality control and India’s manufacturing growthThe article argues India’s Quality Control Order reset must go further amid changing global tradeTrade and tariffs Import duties Electronics manufacturing1 source
4d

Broker call● mixedA-One Steels IPO: Analysts rate 'subscribe' on long-term growth prospectsBrokerages rated A-One Steels’ IPO ‘subscribe’ for long-term growth prospectsA-One Steels India Steel Market valuations1 source
4d

Expansion▲ bullishMaruti Suzuki commissions 300 kW green hydrogen pilot plant at ManesarThe 300 kW pilot plant will use surplus solar power to produce hydrogen for manufacturingMaruti Suzuki Green hydrogen Autos6 sources
3d

Market move▼ bearishDollar holds at two-month high as strong US manufacturing data lifts rate-hike betsRobust manufacturing data fuelled inflation concerns and rate-hike betsUS dollar PMI and IIP US Treasuries2 sources
4d