Tata Sons has infused an additional ₹1,500 crore into Tata Electronics, underlining the group’s growing commitment to electronics manufacturing and its expanding role in Apple’s global supply chain. Regulatory filings show that the fresh equity investment, made in October, takes Tata Sons’ total capital support to ₹4,500 crore over the past year.
The funding comes as Tata Electronics scales up iPhone manufacturing in India, where it has emerged as one of Apple’s largest contract producers. A significant share of its output is exported to markets such as the United States and Europe, reflecting India’s rising importance in Apple’s production strategy. Industry estimates indicate that over 70 percent of iPhones sold in the US are now made in India, with Tata Electronics playing a central role alongside Foxconn.
The filings also reveal that Tata Electronics has doubled its authorised share capital to ₹20,000 crore, signalling room for further capital infusion. While the company has not detailed the purpose of the latest investment, it has indicated that additional long term funding will be required to support ongoing business activities.
At ₹62 per share, the latest equity issuance is expected to fund capital expenditure across electronics manufacturing and the company’s semiconductor ambitions. Tata Electronics reported consolidated operating income of ₹66,206 crore in FY25, a sharp rise from ₹3,752 crore in the previous year. Despite the surge in revenue, the company remains loss making, although net losses narrowed to ₹69 crore from ₹825 crore a year earlier, reflecting heavy spending on capacity expansion and integration.
Beyond smartphones, Tata Electronics is making a decisive push into semiconductors. The company has committed close to $14 billion towards building a chip fabrication plant in Gujarat and an assembly and testing facility in Assam. Earlier this month, Tata Group signed a memorandum of understanding with Intel to explore manufacturing, packaging and advanced chip solutions at these upcoming facilities.
The sustained investment highlights the Tata Group’s long term bet on advanced electronics and semiconductors, positioning India as a critical hub in global technology supply chains.
