How India’s EMS Sector Is Quietly Becoming a Global Giant | Insights by Ajay Modi, Piper Serica

Описание: India’s manufacturing revolution is not just a future story — it’s already unfolding. In this video, Ajay Modi, Investment Director at Piper Serica, unpacks why the Electronics Manufacturing Services (EMS) sector is emerging as one of India’s most powerful growth drivers today.

From rising domestic demand to global outsourcing trends, India's EMS sector is on track to grow from a $44 billion industry today to an estimated $130 billion by 2030. The video covers:
✅ Key growth drivers behind India’s EMS boom
✅ Why India's per capita electronics consumption gap presents a massive investment opportunity
✅ Government initiatives like Production-Linked Incentives (PLI) and Electronics Manufacturing Clusters (EMC 2.0)
✅ How EMS players are moving up the value chain: from simple assembly to high-margin component manufacturing for industries like aerospace, healthcare, and Industry 4.0
✅ India’s ‘Auto 2.0’ moment applied to electronics manufacturing

With $17.5 billion in government incentives, $165 billion in FDI inflows, and a projected 25% CAGR in domestic electronics demand, India’s EMS sector is entering a once-in-a-generation wealth creation phase.

Whether you're an investor, industry professional, or simply curious about India's economic transformation, this video gives you insights backed by deep research and on-ground data.

At Piper Serica, we help global high-net-worth investors and family offices access India’s high-growth frontier with a structured, long-term approach.

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