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17 May

EXPORT SURGE: INDIA STEPS UP ON GLOBAL STAGE

Introduction

India’s export sector has demonstrated a strong growth trajectory during FY 2025–26, reflecting the country’s rising integration with global markets and strengthening competitiveness across merchandise and services exports. According to the PIB Backgrounder, total exports during April–August 2025 increased by 5.19% compared to the corresponding period of the previous year, reaching USD 346.10 billion.The performance highlights the growing role of exports in the Indian economy, supported by government reforms, digital transformation, Production Linked Incentive (PLI) schemes, logistics reforms, trade diversification, and new trade agreements. India’s export growth has also outpaced the global export growth trend, indicating improved resilience amid changing global trade dynamics.


ANALYSIS

India’s Export Performance: Key Highlights

India recorded a 5.19% rise in total exports during April–August 2025 compared to the same period in 2024. Total exports stood at USD 346.10 billion, while exports in August 2025 alone grew by 4.77% over August 2024.Important features include:

IndicatorPerformance
Total Exports Growth5.19%
Merchandise Exports Growth2.31%
Services Exports Growth8.65%
Total Exports ValueUSD 346.10 Billion
Share of Merchandise Exports53.09%
Share of Services Exports46.91%

The government has also set an ambitious target of USD 1 trillion exports for FY 2025–26, of which nearly 34.61% had already been achieved during the first five months.


Merchandise Export Growth: Major Drivers

India’s merchandise exports rose to USD 183.74 billion during April–August 2025 from USD 179.60 billion in the previous year. Growth was particularly driven by:

Electronic Goods

Electronic goods emerged as the fastest growing export sector, recording a 40.63% growth during April–August 2025. Smartphone exports crossed ₹1 lakh crore within five months of FY26, reflecting India’s transformation from a net importer to a net exporter of smartphones.The growth has been supported by:

  • Make in India
  • PLI Scheme
  • Expanding global supply chains
  • Rising demand in USA, UAE, China, Netherlands and UK

Agricultural and Food Exports

Exports of other cereals such as barley, oats, quinoa and rye increased by 21.95%, reflecting global demand for healthier food products.Similarly, meat, dairy and poultry exports grew by 20.29%, aided by:

  • Agriculture Export Policy
  • APEDA support
  • Export infrastructure development
  • Market access initiatives

Tea Exports

Tea exports recorded an 18.20% increase in April–August 2025. India also surpassed Sri Lanka to become the world’s second-largest tea exporter in 2024.Major destinations include:

  • UAE
  • Iraq
  • USA
  • Russian Federation
  • Iran

Engineering Goods and Pharmaceuticals

Engineering goods exports rose by 5.86%, while drugs and pharmaceuticals grew by 7.30%.Key reasons behind the growth include:

  • Strong industrial base
  • Affordable generic medicines
  • Export promotion schemes
  • Quality control initiatives
  • Expanding global market access

The United States remained a major destination for Indian exports in these sectors.


Services Exports: India’s New Growth Engine

India’s services exports expanded by 8.65% during April–August 2025, reinforcing India’s position as a major global services provider.The major contributors include:

  • Information Technology (IT)
  • Business Process Management (BPM)
  • Financial Services
  • Tourism
  • Professional Consulting

India’s services sector generated a trade surplus of USD 79.97 billion, helping reduce the overall trade deficit.

Factors Supporting Services Growth

Technology Expansion

India’s technology sector accounted for 7.3% of GDP in FY 2024 and is expected to contribute nearly 20% of the economy by 2030.Schemes supporting this growth include:

  • Digital India
  • Startup India
  • Make in India

Demographic Advantage

India possesses the largest youth population in the world, with nearly 65% of the population below 35 years. Skill development programmes such as Skill India continue to provide a skilled workforce for the services economy.


Liberalisation of FDI Norms

Reforms in FDI policies, including increasing the insurance sector FDI limit from 74% to 100%, have improved India’s investment climate and export competitiveness.


Diversification of Export Destinations

India has increasingly diversified its export markets, reducing overdependence on a single geography.

Major Growth Markets

CountryKey Observation
Hong KongMerchandise exports rose by 26.19%
ChinaExports grew by 19.65%
GermanyExports increased by 11.73%
KoreaExports increased by 9.69%
UAEStrong growth in engineering and petroleum exports

The diversification strategy is especially important amid changing global trade conditions and tariff-related uncertainties.


Government Initiatives Boosting Export Competitiveness

The government has introduced multiple reforms aimed at enhancing India’s export ecosystem.

Important Schemes and Reforms

Foreign Trade Policy (FTP) 2023

FTP 2023 focuses on:

  • Ease of Doing Business
  • Export incentives
  • Market diversification
  • Trade facilitation

RoDTEP Scheme

The Remission of Duties and Taxes on Exported Products (RoDTEP) scheme reimburses embedded taxes and levies. Nearly ₹58,000 crore had been reimbursed by March 2025.


Districts as Export Hubs

  • 734 districts identified with export potential
  • District Export Action Plans prepared for 590 districts

PM GatiShakti and National Logistics Policy

These initiatives aim to improve:

  • Multi-modal connectivity
  • Logistics efficiency
  • Freight movement
  • Export infrastructure

India’s logistics ranking improved from 44 in 2018 to 38 in 2023.


Production Linked Incentive (PLI) Scheme

Launched in 2020, the PLI scheme has:

  • Attracted ₹1.76 lakh crore investments
  • Generated ₹16.5 lakh crore output
  • Created over 12 lakh jobs

Emerging Trade Agreements

India is actively pursuing new trade partnerships to enhance export access.Major agreements under discussion or implementation include:

  • India–UK CETA
  • India–EU FTA
  • India–Australia CECA
  • India–New Zealand FTA
  • India–Oman CEPA
  • India–Peru FTA
  • India–Chile CEPA
  • India–UAE CEPA

These agreements are expected to:

  • Reduce tariffs
  • Improve market access
  • Enhance services exports
  • Strengthen global supply chains

Challenges Ahead

Despite strong growth, certain challenges remain:

  • Global economic slowdown
  • Rising protectionism and tariffs
  • Supply chain disruptions
  • Dependence on imported intermediate goods
  • Competition from emerging export economies
  • Need for improved logistics efficiency

India will need to continue structural reforms to sustain export competitiveness in the long term.


Conclusion

India’s export sector is witnessing a significant transformation driven by policy reforms, manufacturing expansion, digital innovation, services strength, and global trade diversification. Strong growth in electronics, pharmaceuticals, engineering goods, agriculture and services demonstrates India’s rising role in the global economy.Government initiatives such as PLI, FTP 2023, RoDTEP, PM GatiShakti, GST reforms and trade agreements are creating a stronger export ecosystem. If sustained, these developments can help India achieve its ambitious export targets, generate employment, strengthen foreign exchange earnings and enhance India’s strategic position in global trade.


NECESSARY STATIC PART

Ministry/Institution Involved

Ministry of Commerce and Industry

  • Nodal ministry for India’s trade and export policy.
  • Responsible for Foreign Trade Policy, export promotion and trade negotiations.

APEDA

Agricultural and Processed Food Products Export Development Authority

  • Works for promotion of agricultural exports.
  • Supports quality improvement, infrastructure and market access.

SEZs (Special Economic Zones)

  • Export-oriented industrial zones promoting investment and manufacturing.
  • SEZ exports reached ₹14.56 lakh crore in FY 2024–25.

RoDTEP Scheme

  • Reimburses hidden taxes and duties on exported goods.
  • Helps improve export competitiveness.

PLI Scheme

  • Introduced in 2020.
  • Covers 14 sectors.
  • Focuses on boosting domestic manufacturing and exports.

Updated – 07 October 2025 ; 01:53 PM | PIB | News Source

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