NITI Aayog launched its "Impact Assessment of PLI Schemes" report on November 12, 2026, prepared in collaboration with the Indian Institute of Management, Ahmedabad as knowledge partner. The report evaluates India's Production Linked Incentive (PLI) Scheme across all 14 sectors notified by the Government of India, examining impact on key parameters of investment, additional production, exports, and employment generation.
The assessment methodology involved sector-wise collection of firm-level data shared by implementing Ministries, supplemented by industry-level inputs from authenticated sources. Sectoral outcomes were categorized into four groups: On-Track, Partial Impact, Insignificant Evidence of Impact, and Data Unavailable, providing a structured comparative overview of the scheme's progress.
Key findings indicate that sectors with strong industry participation demonstrated encouraging outcomes. Pharmaceuticals, Mobile Manufacturing under Large Scale Electronics Manufacturing (LSEM), Food Processing, Telecom, White Goods, Automobiles and Drones showed notable progress in investment, production and capacity creation, with the Drones sector emerging as an early implementation success. Manufacturing capacity in High Efficiency Solar PV Modules expanded significantly, strengthening India's renewable energy manufacturing ecosystem.
Sectors involving advanced and emerging technologies such as ACC Batteries, Specialty Steel and Technical Textiles are witnessing gradual capacity creation and ecosystem development, expected to contribute significantly to India's long-term industrial growth trajectory. The overall sectoral analysis suggests that nearly 70% of targeted segments are on track, with the scheme successfully stimulating investment and production beyond targets.
The report highlights the importance of continued focus on deeper MSME participation, harmonized data systems and sustained ecosystem development to strengthen sectoral outcomes. It serves as a reference for policymakers, implementing Ministries, industry stakeholders and researchers in shaping a globally competitive, employment-generating manufacturing sector under the vision of Viksit Bharat 2047.