With MSMEs driving momentum, the latest PLI round for white goods pulls in ₹19.14 billion from 13 applicants aiming to boost India’s AC and LED ecosystem.
The fourth round of the Production Linked Incentive (PLI) Scheme for White Goods has received 13 applications, securing investment commitments worth ₹19.14 billion. The Department for Promotion of Industry and Internal Trade (DPIIT) opened the application window from September 15 to November 10, 2025.
According to the data published by the Commerce Ministry, more than half of the applicants are MSMEs. This marks a notable shift in the participation of smaller manufacturers in the air conditioner and LED lighting supply chain. Officials said the response reflects increased confidence among domestic firms to scale up component manufacturing under the PLI framework.
Of the 13 applicants, one company already participates in the scheme and has proposed an additional ₹150 million investment. Nine firms have applied to manufacture air-conditioner components with a combined investment of ₹18.16 billion. Their proposals focus on copper tubes, aluminium stock, compressors, motors, heat exchangers, control assemblies, and other high-value parts needed for local production.
The remaining four applicants have committed ₹980 billion to expand the LED component ecosystem. Their plans include facilities for LED chips, drivers, heat sinks, and other core parts essential for domestic assembly.
The proposed investments are spread across six states, covering 13 districts and 23 manufacturing locations. DPIIT said the geographical spread will support balanced industrial growth and help generate new employment opportunities.
To date, the PLI Scheme for White Goods has attracted ₹103.35 billion in committed investment from 80 approved beneficiaries. The scheme is expected to generate output valued at ₹1.72 trillion and create around 60,000 direct jobs nationwide.
Launched in April 2021 with a budget outlay of ₹62.38 billion, the scheme aims to build a robust component ecosystem for air conditioners and LED lights. It seeks to increase domestic value addition from the current 15–20 per cent to as high as 75–80 per cent.
