India’s Manufacturing Sector Resilience Amid US Tariffs: A Strategic Investment Opportunity
India’s manufacturing sector has emerged as a beacon of resilience in the face of global headwinds, particularly U.S. tariffs that have disrupted traditional export corridors. From 2023 to 2025, the sector navigated a slowdown in FY 2023-24 (1.4% growth) to a remarkable rebound of 7.7% in Q1 of FY 2025-26, fueled by a 5.4% surge in the Index of Industrial Production (IIP) in July 2025 [2]. This turnaround underscores a strategic shift toward domestic demand-driven growth, with 61.4% of GDP now anchored to internal consumption [3]. For investors, this represents a compelling opportunity to capitalize on a sector redefining its value proposition.
Sectoral Outperformance: The Engine of Growth
The sector’s resilience is not uniform…
