A Global Trade Research Initiative (GTRI) report released on 28 April 2026 stated that China supplied 30.8% of India’s industrial goods, compared with a 16% share in India’s total imports. India’s total imports in 2025-26 stood at USD 774.98 billion, and imports from China were valued at USD 131.63 billion.
Industrial Import Concentration
The GTRI analysis placed about 66% of India’s imports from China, worth USD 82.6 billion, in four sectors: electronics, machinery, computers, and organic chemicals. China supplied 43% of India’s electronics imports, 40% of machinery and computer imports, and 44% of organic chemicals imports.
Key Industrial Inputs
The report listed EV batteries, solar modules, Active Pharmaceutical Ingredients (APIs), and specialty chemicals among the Chinese inputs used in Indian manufacturing. These items are part of supply chains linked to pharmaceuticals, electronics, and clean energy.
Trade Deficit with China
India’s trade deficit with China widened to USD 112.1 billion in 2025-26. India’s exports to China were USD 19.5 billion in the same period, while imports from China more than doubled over five years.
Supply Chain Dependence
The GTRI suggested that dependence on any single country in critical sectors should be kept below 30%. The recommendation was linked to domestic capacity building and supply chain diversification in industrial sectors.
Last Modified: April 29, 2026