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AnalysisIBEFMonday, 14 September 2026

India's New Industrial Revolution Driven by Domestic Market, Private Participation and Policy Support: Jefferies

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Research or analytical publication — an evidence-based assessment informing policy design and evaluation. Shapes the intellectual framework within which policy debates occur.
Summary
Jefferies projects that India's space economy will expand fivefold to US$ 40-45 billion by 2030 and that data centre capacity will surpass 10 GW within five years, describing the country's semiconductor, solar and aerospace expansion as part of a broader "New Industrial Revolution".
Key Facts
TypeAnalysis
SourceIndia Brand Equity Foundation
PublishedMonday, 14 September 2026
Affected Population~850 million internet users, 75,000+ startups
Key Numbers
Rs 15,000 crore for Digital India initiatives
UPI: 14 billion monthly transactions
850 million+ Aadhaar-linked mobiles
GDP: $3.9 trillion (2025 est.)
Key Authorities
Ministry of Electronics & ITTRAICERT-InMinistry of FinanceRBI
Key Stakeholders
Internet UsersTech CompaniesStartupsTaxpayersBanks & NBFCsInvestors
Government Context
NDA IIIBJP-led NDA
Centre-Right
LeftCentreRight
Explore Sectors
Digital & Technology298 tracked→Finance & Economy671 tracked→Energy101 tracked→
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Q7. “India’s manufacturing challenge is no longer merely to attract investment, but to build competitive domestic value chains.” What factors constrain local value addition in high-technology manufacturing? Suggest measures to deepen domestic capabilities. (15 M) The post “India’s manufacturing challenge is no longer merely to attract investment, but to build competitive domestic value chains.” What factors constrain local value addition in high-technology manufacturing? Suggest measures to deep
Digital & TechnologyFinance & Economy
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