83 Firms, ₹10K+ Cr Investments: White Goods PLI Reopens, 6 Points
Delhi
💡 PLI White Goods Scheme Reopens: ₹6238 Cr Outlay, ₹10406 Cr Investment Already Committed
1. PLI White Goods Scheme – Fresh Window Opened
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The government has reopened applications (4th round) for the White Goods Production Linked Incentive (PLI) scheme.
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Application Period: Sept 15 – Oct 14, 2025 (30 days).
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Coverage: Air Conditioner (AC) & LED component manufacturing.
2. Scheme Benefits & Tenure
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Incentives: 4%–6% of incremental sales.
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Scheme duration: 2021-22 to 2028-29.
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Total outlay: ₹6,238 crore.
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Already disbursed: ₹287 crore.
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Applicants in this round will be eligible for the remaining tenure of the scheme.
3. Investments & Beneficiaries So Far
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83 applicants approved with committed investments worth ₹10,406 crore.
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Leading beneficiaries include: Voltas, Blue Star, Hindalco, Uno Minda, Daikin, Hitachi, Panasonic, LG.
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Investments boosting both low-value and high-value AC & LED components.
4. Boost to Investor Confidence
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DPIIT: Window reopened due to industry appetite for more investment.
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Eligible applicants include:
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New companies.
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Existing beneficiaries wanting to upgrade to higher target segments.
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Group companies applying in different segments.
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5. PLI Scheme – Bigger Picture
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Launched: March 2020.
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Covers 14 sectors with a ₹1.97 lakh crore outlay.
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Cumulative disbursal (till June 2025): ₹21,534 crore across 12 sectors.
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Actual realised investments (till March 2025): ₹1.76 lakh crore.
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Incremental output: ₹16.5 lakh crore in sales & production.
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Employment generated: 1.2 million jobs (direct + indirect).
6. Why This Matters for White Goods Sector
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India moving towards self-reliance in ACs & LEDs.
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Encourages local component manufacturing vs. imports.
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Stronger supply chain ecosystem for global players like LG, Daikin, Hitachi.
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Incentives = higher margins, faster scaling, and global competitiveness.
Here’s a comparison table for the PLI scheme sector-wise performance (with outlay, disbursal, realized investments, and employment)
📊 PLI Scheme Sector-Wise Snapshot: ₹1.97 Lakh Cr Outlay, ₹16.5 Lakh Cr Output
| Sector | Outlay (₹ Cr) | Disbursed (₹ Cr, till Jun 2025) | Investments Realised (₹ Cr) | Incremental Output (₹ Cr) | Employment Generated |
|---|---|---|---|---|---|
| White Goods (ACs & LEDs) | 6,238 | 287 | 10,406 (committed) | N/A | N/A |
| Electronics & IT Hardware | ~40,000+ | Significant share | Strong inflows | Part of ₹16.5 lakh cr total | Included in 1.2M |
| Pharmaceuticals & Medical Devices | ~26,000+ | Large share | Strong traction | High exports contribution | Included in 1.2M |
| Telecom & Networking | ~12,000+ | Ongoing | Growing steadily | Contributing to output surge | Included in 1.2M |
| Bulk Drugs & Chemicals | ~15,000+ | Partial | Expanding | Import substitution impact | Included in 1.2M |
| Auto & Auto Components | ~25,000+ | Rolling | Significant | Linked to EV & components | Included in 1.2M |
| Others (14 sectors total) | 1,97,000 (Total) | 21,534 (Total disbursed) | 1,76,000 (till Mar 2025) | 16,50,000 (Incremental sales + production) | 1.2 Million Jobs |
🚀 Key Insights:
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White Goods PLI
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Outlay: ₹6,238 crore, disbursed so far ₹287 crore.
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83 companies including Voltas, Blue Star, Daikin, LG, Panasonic have committed ₹10,406 crore investments.
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Overall PLI Impact (14 sectors)
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Outlay: ₹1.97 lakh crore.
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Disbursed: ₹21,534 crore (till June 2025).
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Realised Investment: ₹1.76 lakh crore (till Mar 2025).
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Incremental Output: ₹16.5 lakh crore.
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Jobs Created: 1.2 million.
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Sectoral Standouts
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Electronics, IT hardware, pharma, telecom, and auto sectors are driving the bulk of output & jobs.
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White goods sector now getting fresh boost with reopened application window.
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🔥 Bottom Line: The PLI scheme has become a ₹16.5 lakh crore game-changer for India’s manufacturing, with White Goods (₹6,238 crore outlay, ₹10,406 crore committed) now emerging as the next growth story in AC & LED component production.
