📘 India’s IIP April 2025 Report: Capital Goods Lead 20% Growth | Sectors & Stocks to Watch
Published on: May 28, 2025
By: Piyush Patel | Investment Mentor @ Profit From IT
📌 Key Insights from April 2025 IIP Data
Overall IIP Growth: 2.7% YoY (vs 3.0% in March 2025) Muted Growth.
Manufacturing Sector: Grew by 3.4% – key contributor to overall growth
Electricity Sector: Up 1.1% | Mining: Contracted by -0.2%
IIP Index Value: 152.0 in April 2025 (vs 148.0 in April 2024)
📊 Use-Based Sectoral Growth
🏭 Industry Highlights – Top & Bottom Performers
Top 5 Gainers (YoY):
🏗 Machinery & Equipment: +17.0%
🚗 Motor Vehicles: +15.4%
⚡ Electrical Equipment: +15.2%
🔩 Fabricated Metals: +12.7%
👕 Wearing Apparel: +10.8%
Bottom 3 Decliners:
⚠️ Other Manufacturing: -20.3%
💊 Pharmaceuticals: -3.9%
🧪 Chemicals: -3.6%
🔍 Sectors to Watch – Based on April Trends
Capital Goods: 🚀 Massive 20.3% growth – driven by machinery, tools, engines
Auto & Components: 📈 Revival continues in commercial vehicles & components
Infrastructure & Cement: 🧱 Supported by government capex and construction demand
Electricals: 🔌 Power equipment and appliances gaining momentum
📌 Company Watchlist (Sector-Linked Stocks)
🧠 Analyst’s Interpretation
Industrial output shows mild but broad-based growth.
Capital goods surge points to an investment-led recovery.
Caution in consumer non-durables and mining reflects demand uncertainty.
Manufacturing remains India’s economic backbone.
📅 What to Track Next
May IIP Data (Releases June 30)
Union Budget FY26 – Watch infra spending, PLI schemes
Rural demand trends – FMCG & textile sector impact
🧾 Investor Takeaways
✅ Focus on capital goods and infra-linked sectors
✅ Track auto and electrical space for further gains
✅ Stay cautious on non-durables and commodity-linked sectors
⚠️ Disclaimer
This blog is for educational purposes only and is not a recommendation to buy or sell any securities. Investors must conduct their own research before making any investment decisions.
