Discussing the 90-day breather before the final US trade negotiations conclude, Mr. Pankaj, Chairman ICEA clarified that there would not be a rush to export electronics to the US, as most of the products that could be shipped from India to the US have already been dispatched. India has gained a logistics edge, particularly at the Chennai Airport, achieving faster clearance times than even China—down to four hours in some cases. This has helped India fulfill orders rapidly and stock the US market until at least May.
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Motilal Oswal Report
We hosted an expert session with Mr. Pankaj Mohindroo on the positioning of the Indian Electronics sector amid constantly changing tariff environment. Mr. Pankaj Mohindroo is the Chairman of the India Cellular and Electronics Association, the apex industry body representing India’s entire Electronics sector. He has been strenuously supporting the Government of India’s vision to establish India as a global manufacturing hub for the Electronics and Components ecosystem.
He spoke about the current US tariff changes and potential scenarios that could unfold over the next 90-day period when a tariff breather is granted by the US as well as beyond the 90 days. He also spoke about how the Indian Electronics sector can gain from a potential shift of supply chains in the longer run, especially with PLI on components already in place.
The situation has consistently changed over the last three days, with the US initially exempting electronic imports from tariffs while still working on sector-specific tariffs. We believe that the Indian Electronics sector is set to gain from a relative tariff advantage versus China.
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