India’s electronics exports to BRICS countries jumped 49.27% in FY 2025-26, significantly faster than the growth of India’s broader electronics and ICT exports. But there is a catch: 88.5% of India’s electronics exports to the BRICS grouping went to just two markets — the UAE and China — while telecom equipment alone accounted for 74.6% of the export basket.

📌 In This Guide you will find

For Indian electronics manufacturers and MSMEs, this creates a powerful combination of opportunity and risk.

The opportunity is clear: BRICS is becoming an increasingly important market for Indian electronics, digital infrastructure and technology products.

The risk is equally clear: India cannot build a resilient BRICS electronics export strategy by depending too heavily on two destinations and one major product category.

With India hosting the 18th BRICS Summit in New Delhi on September 12–13, 2026, the timing makes the issue particularly important for exporters.

📌 At a Glance

Key fact	Latest data
Growth in India’s electronics exports to BRICS in FY2025-26	49.27%
Share of India’s global electronics exports going to BRICS	19.61%
Share of BRICS electronics exports going to UAE + China	88.50%
Share of telecom equipment in India’s BRICS electronics exports	74.60%
India’s total electronics exports in FY2025-26	US$47.96 billion
India’s electronics production in FY2025-26	₹13.11 lakh crore
India’s merchandise exports to BRICS in FY2025-26	US$82 billion

The BRICS-specific figures are based on analysis released by the Electronics and Computer Software Export Promotion Council (ESC), while the wider electronics-sector figures come from Government of India data.

What is happening to India’s electronics exports to BRICS?

India’s electronics exports to BRICS member countries increased 49.27% during FY2025-26, according to ESC.

That is a striking rate of growth.

The more important point, however, is that BRICS already represented 19.61% of India’s total global electronics exports during the year.

In other words, BRICS is no longer a peripheral market for India’s electronics industry. It already accounts for roughly one-fifth of India’s electronics export value.

At the same time, India’s overall electronics industry has expanded dramatically.

Government data shows that electronics production increased from about ₹1.90 lakh crore in FY2014-15 to ₹13.11 lakh crore in FY2025-26.

Electronics exports increased from about ₹38,000 crore to ₹4.24 lakh crore over the same period, while electronic goods exports reached US$47.96 billion in FY2025-26.

That means India’s BRICS opportunity is emerging on top of a much larger domestic manufacturing transformation.

Why is BRICS becoming important for Indian electronics exporters?

There are several reasons.

BRICS countries represent large consumer markets, manufacturing ecosystems and rapidly developing digital infrastructure.

India is also trying to deepen cooperation with BRICS members in areas including:

Digital infrastructure
Electronics
Telecommunications
Global value chains
Supply-chain connectivity
Startups
Emerging technologies
Trade facilitation

At a September 2026 BRICS trade meeting, Commerce and Industry Minister Piyush Goyal called for deeper and more balanced intra-BRICS trade, simpler regulatory procedures and stronger links between payment systems. He also highlighted electronics, automobiles, pharmaceuticals, services, startups and emerging technologies as areas for cooperation.

For an Indian MSME, the important question is therefore not simply:

“Are India’s electronics exports growing?”

The better question is:

“How can Indian electronics MSMEs capture a larger and more diversified share of this growing BRICS demand?”

India Electronics Exports to BRICS: 5 Opportunities for Indian Electronics MSMEs

1. Opportunity to expand beyond the UAE and China

This is arguably the biggest opportunity hidden inside the latest numbers.

The UAE and China together accounted for 88.5% of India’s electronics exports to BRICS in FY2025-26.

That concentration is a risk — but it also tells Indian exporters where the next opportunity lies.

The broader BRICS grouping includes major economies across Asia, the Middle East, Africa and Latin America.

For Indian electronics MSMEs, markets outside the current two dominant destinations could offer room to build new customer relationships.

Potential areas to investigate include:

Telecommunications equipment
Industrial electronics
Power electronics
Electronic components
Consumer electronics
Automotive electronics
Digital infrastructure equipment
Networking products
IoT-related hardware

Important: Exporters should not assume that every BRICS market automatically represents demand for every product. Product-market research, tariffs, certification requirements, local regulations and distributor networks need to be checked market by market.

What MSMEs should do

Instead of asking:

“Which BRICS country should I export to?”

Ask:

“Which BRICS market has the strongest demand for my specific HS code and product category?”

That is a much more useful export strategy.

2. Digital infrastructure could create new demand

Telecom equipment currently represents 74.6% of India’s electronics exports to BRICS.

That means India’s existing strength is already closely connected to digital connectivity.

As BRICS economies invest in:

Broadband
Mobile networks
Data centres
Digital public infrastructure
Connectivity
Cloud infrastructure
Enterprise networks

Indian manufacturers and technology companies could find opportunities across the wider digital infrastructure ecosystem.

The opportunity isn’t limited to large telecom companies.

MSMEs can participate through:

Components
Sub-assemblies
Power systems
Network accessories
Industrial electronics
Testing equipment
Software-enabled hardware
Contract manufacturing
Maintenance and technical services

The key is to move from simply selling finished products to becoming part of larger technology supply chains.

3. Global value chains could open doors for smaller manufacturers

One of the most important long-term developments is the push to strengthen global value chains within BRICS.

The Indian government has highlighted stronger supply chains and trade integration as important BRICS priorities. A proposed Global Value Chains Action Plan for 2026–2030 has also been discussed in the context of deeper economic cooperation.

For MSMEs, global value-chain integration can be more valuable than simply finding one overseas buyer.

A company might begin by supplying:

Components → sub-assemblies → finished products → contract manufacturing → regional supply-chain partnerships

This can create more stable export relationships.

India’s electronics ecosystem is already becoming deeper. Government data says more than 40 major component manufacturers have established or expanded operations in India, supported by growing Tier-2, Tier-3 and Tier-4 supplier networks.

That creates opportunities for smaller companies that can meet international standards on:

Quality
Delivery
Traceability
Certifications
Cost
Consistency

4. Russia could become a larger electronics opportunity

Russia is particularly interesting because its representatives have publicly indicated an interest in increasing imports from India, including electronics.

At the BRICS Business Forum, Vladimir Padalko, Vice-President of the Russian Chamber of Commerce, said Russia wants to diversify imports from India and specifically mentioned electronics, pharmaceuticals and agricultural products among areas of interest.

This does not mean Indian exporters are guaranteed orders.

But it is an important signal.

For Indian electronics MSMEs, Russia could be one market worth researching for products that meet:

Local certification requirements
Payment requirements
Logistics constraints
Product standards
Import regulations

The lesson is simple:

Don’t assume the UAE and China are the only BRICS markets worth pursuing.

5. India’s broader electronics manufacturing expansion creates an MSME opportunity

India’s electronics story is no longer just about assembling smartphones.

Government data shows that electronics production reached approximately ₹13.11 lakh crore in FY2025-26, while electronics exports reached ₹4.24 lakh crore.

India’s policy ecosystem includes initiatives such as:

Production Linked Incentive (PLI)
Electronics Components Manufacturing Scheme (ECMS)
India Semiconductor Mission
Modified Electronics Manufacturing Clusters (EMC 2.0)

These policies are intended to deepen India’s electronics manufacturing ecosystem.

For MSMEs, the opportunity is not necessarily to build a semiconductor fab.

It could be to supply the companies that are building the ecosystem.

That includes:

Precision components
Plastic and metal parts
PCB-related products
Connectors
Power systems
Packaging
Testing
Industrial equipment
Design services
Repair and maintenance
Logistics
Contract manufacturing

This is where the electronics boom can create opportunities beyond the headline export numbers.

India Electronics Exports to BRICS: 3 Risks Indian Electronics MSMEs Should Not Ignore

Risk 1. Too much dependence on two markets

The biggest warning in the latest data is the 88.5% concentration in the UAE and China.

A company can grow quickly while still becoming more vulnerable.

If demand, regulations, tariffs, logistics or geopolitical conditions change in either market, a heavily concentrated exporter can be affected disproportionately.

What exporters should do

Don’t abandon successful markets.

Instead:

Build the second and third markets before you desperately need them.

A practical target for an MSME could be to develop a diversified customer pipeline across several markets rather than allowing one destination to dominate its export revenue.

Risk 2. Product concentration in telecom equipment

The second major risk is the product mix.

Telecom equipment represents 74.6% of India’s electronics exports to BRICS.

This indicates strong competitiveness in that segment, but it also means the BRICS electronics export story is not yet broadly diversified.

If demand is concentrated in one major category, a change in:

Technology
Procurement policy
Certification
Tariffs
Competition
Government contracts
Supply chains

could have a disproportionate impact.

The opportunity hidden inside the risk

Indian exporters should look for adjacent categories:

Telecom → networking → power electronics → industrial electronics → components → automotive electronics → digital infrastructure

Diversification can make export growth more resilient.

Risk 3. India still depends heavily on imported electronics components

India’s electronics export success should not be confused with complete self-sufficiency.

NITI Aayog’s analysis shows that India’s electronics exports remain concentrated in mobile phones, while the country continues to depend heavily on imports for important components.

Its analysis of 2024 data put India’s electronics exports at US$42.1 billion and imports at US$100.6 billion, producing a US$58.5 billion electronics trade deficit. It also found that mobile phones accounted for 52.5% of India’s electronics export basket.

This matters for MSMEs because imported components can affect:

Production costs
Delivery schedules
Currency exposure
Working capital
Export competitiveness

The long-term challenge is therefore not simply:

“Can India export more electronics?”

It is:

“Can India increase domestic value addition while remaining globally competitive?”

The bigger picture: India’s electronics exports are growing — but the next phase is harder

India’s electronics exports have grown dramatically over the past decade.

From about ₹38,000 crore in FY2014-15 to ₹4.24 lakh crore in FY2025-26, exports have increased more than eleven-fold.

But the next phase will require more than assembly-led growth.

India needs to build strength in:

Components

Semiconductors

Design

Industrial electronics

Automotive electronics

Power electronics

R&D

Testing and certification

Global supply-chain integration

That is where Indian MSMEs could play an increasingly important role.

What should an Indian electronics MSME do now?

If you manufacture or supply electronics, don’t wait for BRICS policy announcements to create an opportunity.

Start with your own export readiness.

Step 1: Identify your strongest export products

List your top products and their relevant HS codes.

Then examine:

Current export demand
Major importing countries
Competitors
Tariffs
Certification requirements

Step 2: Map the BRICS opportunity

Don’t treat BRICS as one market.

Create a market-by-market comparison:

Market	Product Demand	Competition	Certification	Logistics	Buyer Potential
UAE	Research	Research	Research	Research	High potential
China	Research	High	Research	Research	Selective
Russia	Research	Research	Research	Challenging	Emerging
Brazil	Research	Research	Research	Research	Potential
Other BRICS markets	Research individually	—	—	—	—

The right market depends on the product.

Step 3: Find buyers, not just countries

A country isn’t your customer.

A buyer is.

Indian MSMEs should identify:

Importers
Distributors
OEMs
System integrators
Telecom companies
Industrial buyers
Government procurement opportunities
Electronics manufacturers

Then build a structured buyer pipeline.

Step 4: Check your export economics

Rapid export growth is meaningless if margins disappear through:

Freight
Insurance
Duties
Distributor margins
Currency movements
Payment costs
Packaging
Compliance
Returns

Calculate your real landed/export cost and expected margin before accepting an overseas order.

Step 5: Diversify before you need to

If one market currently represents 70–80% of your export sales, don’t wait for a crisis.

Start developing additional markets while your main market is still performing well.

That is one of the most important lessons from the latest BRICS electronics data.

What does the BRICS electronics opportunity mean for MSMEs?

The answer is not simply “electronics exports are booming.”

The real story is more nuanced.

India has achieved strong export growth.

BRICS markets are becoming more important.

Digital infrastructure is creating potential demand.

India’s domestic electronics manufacturing ecosystem is expanding.

But India’s current BRICS electronics exports are highly concentrated.

That means the next opportunity is diversification.

Indian MSMEs that can combine:

Competitive products + international certifications + reliable delivery + strong buyer relationships + diversified markets

could be better positioned to benefit from the next phase of India’s electronics export growth.

🔵 Long-term opportunity: Value addition

The biggest prize may not be exporting more assembled products. It may be helping Indian MSMEs become part of deeper global electronics supply chains.

For Indian electronics MSMEs, the BRICS opportunity is real — but the smartest strategy is not simply to export more. It is to export to more markets, sell more product categories and capture more value inside the supply chain.

Frequently Asked Questions

How much did India’s electronics exports to BRICS grow in 2025-26?

India’s electronics exports to BRICS member countries increased 49.27% in FY2025-26, according to the Electronics and Computer Software Export Promotion Council.

What share of India’s electronics exports goes to BRICS?

BRICS accounted for approximately 19.61% of India’s total global electronics exports in FY2025-26, according to ESC.

Which BRICS countries buy the most Indian electronics?

The UAE and China were the largest destinations and together accounted for 88.5% of India’s electronics exports to BRICS in FY2025-26.

Which electronics products dominate India’s BRICS exports?

Telecom equipment accounted for approximately 74.6% of India’s electronics exports to BRICS in FY2025-26.

Is BRICS a good opportunity for Indian electronics MSMEs?

Yes, but exporters should evaluate individual markets and products rather than treating BRICS as one market. The strong growth in electronics exports indicates opportunity, while the concentration in the UAE, China and telecom equipment highlights the need for diversification.

What are the biggest risks for Indian electronics exporters in BRICS?

The three major risks are market concentration, product concentration and dependence on imported components.

How can an electronics MSME enter BRICS markets?

Start by identifying suitable products and HS codes, researching market demand and import regulations, checking certifications, identifying qualified buyers or distributors and calculating the complete export economics before pursuing orders.

🚀 Useful Resources for Electronics Exporters

📘 Electronics Export Guide
7 practical MSME opportunities in India’s growing electronics supply chain.

🌍 Find International Buyers
Learn how to identify and approach overseas buyers without travelling to trade fairs.

📇 BusinessZindagi Buyer Tracker
Organise buyer leads, contacts and follow-ups in one place.

🤝 IITF MSME Guide
Prepare better for trade fairs and turn exhibitions into real buyer opportunities.

🔎 Find Active Electronics Buyers with Volza →
Research importers and shipment activity to build a more targeted buyer list.

💡 BusinessZindagi Tip: Don’t target a country simply because demand looks attractive. Research actual importers, products, shipment activity and buyer requirements before spending money on market entry.

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🏛️ Official Source: Government of India / PIB – India’s Electronics Production & Export Data 
FY2025–26: Electronics production ₹13.11 lakh crore; exports US$47.96 billion..