India's industrial output grows 7.8 percent, led by manufacturing

India’s factories went on a tear, with December output popping hard across sectors and signaling real momentum, not a one-off blip.

Big picture production jump

• Industrial output climbed 7.8 percent in December 2025.
• Data came from the Ministry of Statistics.
• This marked the strongest showing in over two years.
• November 2025 already posted a solid 7.2 percent rise.

Manufacturing did the heavy lifting

• Factory output expanded 8.1 percent in December.
• Sixteen of the twenty-three industry groups moved upward.
• Metals, autos, pharma, and chemicals led the charge.

What actually moved inside factories

• Alloy steel flats, MS slabs, and steel pipes stood out.
• Pharma gains came from vaccines and digestive products.
• Vitamin APIs and formulations added noticeable weight.

Mining and power woke up

• Mining rebounded with 6.8 percent growth year over year.
• Electricity generation advanced 6.3 percent.
• Both added stability beyond factories.

Investment and consumption signals

• Capital goods output jumped 8.1 percent.
• Consumer durables surged 12.3 percent.
• Non-durables logged an 8.3 percent rise.
• Demand tracked closely with GST rate reductions.

Infrastructure spending muscle

• Infrastructure and construction grew 12.1 percent.
• Highways, railways, and ports drove the push.