Over 70% of iPhones sold in US carry India imprint, Tata invests ₹1,500 crore in expansion

India’s electronics manufacturing sector has witnessed a major boost as the Tata Group expands its role in Apple’s global supply chain. The conglomerate has announced a fresh ₹1,500 crore equity investment in Tata Electronics, further strengthening its iPhone contract manufacturing business and reinforcing India’s position in global electronics production.

The latest investment is part of a broader ₹3,000 crore capital infusion planned for FY26 into Tata Electronics. The company has also increased the authorised share capital of Tata Electronics Products and Solutions from ₹3,500 crore to ₹6,250 crore, signalling deeper expansion into its electronics manufacturing operations, including its stake in the Pegatron Technology India unit.

According to regulatory filings, Tata Group had already invested ₹3,000 crore in its iPhone manufacturing vertical during FY26, with the most recent tranche completed last month. The continued funding reflects strong backing from the parent company and an aggressive push to scale up production capacity for Apple devices in India.

Industry observers note that Apple Inc. has significantly diversified its manufacturing base away from China, with India emerging as a key hub. Reports suggest that over 70% of iPhones sold in the United States are now manufactured in India, placing the country at the centre of Apple’s global supply chain shift.

Financial disclosures also show a sharp rise in Tata Electronics’ performance, with consolidated operating income jumping from ₹3,752 crore in FY24 to ₹66,206 crore in FY25. With additional semiconductor investments planned alongside iPhone assembly expansion, Tata Group is positioning India as a major global electronics manufacturing hub.