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India’s Industrial Output Jumps 6.7% in November, Led by Manufacturing

Analysts tie the jump to GST rate cuts that spurred front-loaded production.

Overview

  • Manufacturing rose 8.0% year on year, with basic metals, pharmaceuticals, and motor vehicles providing the biggest lift.
  • Mining output increased 5.4% after the monsoon ended, while electricity generation contracted 1.5%.
  • Use-based data showed broad gains, including infrastructure and construction goods up 12.1%, capital goods 10.4%, and consumer durables 10.3%.
  • The statistics office revised October’s IIP growth to 0.5% from 0.4% and reported April–November growth at 3.3%, down from 4.1% a year earlier.
  • Economists pointed to GST-driven restocking as a key driver and warned of a likely moderation as temporary supports fade and external trade risks persist.