Branch2 Intelligence
Indian transformer makers shrug off re-entry of China; Capacity ramp-up and strong demand offset competition
Key takeaway
India allows Chinese transformer imports, but domestic manufacturers are unfazed due to strong demand and capacity expansion.
- Step 1India allows Chinese transformer imports, removing a trade barrier.
- Step 2Indian manufacturers absorb competition via strong order books and capacity expansion, maintaining domestic market share.
- Step 3Domestic content mandates (BIS) create a non-tariff barrier, limiting Chinese penetration.
- Step 4Indian manufacturers increase exports to UK and other markets, leveraging excess capacity and competitive pricing.
Source: Economic Times — Economy
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