Big blow to China after Apple’s shift of iPhone assembly to India, gives massive gains of Rs 753670000000 to Noel Tata’s Tata Electronics only within…
GH News September 18, 2025 02:06 PM

Tata Electronics has experienced massive gains in revenue and profits after ramp-up in iPhone manufacturing for the US market. Regulatory filings show that total revenues for the Tata Electronics Systems unit soared to Rs 75367 crore in the 15 months ending March 2025 a more than fivefold increase from Rs 14350 crore in calendar 2023. Net profit surged to Rs 2339 crore in the same period up from Rs 36 crore previously as the company changed its financial year to April-March resulting in a longer reporting period.
Tata Electronics Apple iPhone Export
Ireland ranks as the second-biggest revenue contributor for Tata Electronics generating 23% or Rs 14255 crore owing to its role as Apple’s European base. Taiwan accounted for 15% of revenue while exports within India contributed 20%.
This massive growth is largely due to Apple’s decision to shift iPhone assembly away from China to India before the US government’s tariff changes. Before this Tata Electronics focused mainly on exports to Taiwan and sales in India. Tata and Foxconn (Hon Hai) now lead iPhone manufacturing in India. The rapid scale-up followed Tata’s acquisition of the Wistron plant in March 2024; Wistron Infocomm Manufacturing India is now Tata Electronics Systems Solutions a wholly owned subsidiary.
Tata Electronics iPhone Production And Export Strategy
Another surge is seen in Tata Electronics Products and Solutions Pvt previously Pegatron Technology India. Tata Electronics acquired a majority 60% stake in January 2025 paying Rs 1650 crore. This unit’s revenues rose 84% to Rs 34264 crore though net profit increased just 1% to Rs 633 crore. Pegatron’s plant is in Tamil Nadu while the former Wistron unit is in Karnataka both initially Taiwanese owned.
According to Counterpoint Research over 70% of all iPhones sold in the US now come from India driving Tata Electronics’ financial growth. Despite this Foxconn remains the leading manufacturer in India.