This article is written by S Sunil Kumar, Country President, Henkel Adhesives Technologies India.India’s industrial acceleration has gone beyond the logic of scale. Capital, policy and manufacturing ambitions are now aligning with purpose. As the next phase takes shape, the country’s industrial future will be defined not just by incentives or capacity expansion, but by the performance of a quiet, decisive force: materials.As Indian manufacturers are globalizing, competition rules are becoming stricter. Export risks are increasing, margins are shrinking, and regulatory limits on safety, sustainability and compliance are rapidly moving upward. Traditional levers such as labor leverage, capacity expansion and sourcing efficiency are beginning to stagnate. What quickly differentiates the winners is not where the products are made, but how predictably, safely and efficiently they perform in real-world conditions.In mobility, electronics and packaging, competitive advantage at the material level is increasingly important. Advanced materials do more than enhance features; They determine whether products are profitable, reliable and economically viable throughout their lifecycle. By cutting weight, reducing thermal losses and reducing power consumption, they increase energy efficiency. By resisting heat, vibration and wear, they extend product life. As standards tighten, they strengthen security and regulatory compliance. By enabling simpler assembly, automation-ready processes and higher manufacturing yields, they also reduce timelines and increase speed to market.
Mobility and EVs : : light, safe, More efficient by design
India’s electric vehicle market is growing rapidly. Volumes are increasing across two-wheelers, passenger vehicles and commercial fleets, while manufacturers face intense pressure on cost, localization and time-to-market.In this environment, the success of electric mobility depends on more than just batteries and drivetrains. Advanced materials, particularly structural bonding solutions, pre-treatment technologies, adhesives including sealants and functional coatings, are redefining vehicle design and manufacturing. These solutions are enabling EV manufacturers to reduce vehicle weight while maintaining structural integrity. Every kilogram saved improves energy efficiency and driving range, while also enabling faster assembly and higher line speeds, benefits that become important as EV platforms scale.As India’s auto sector moves into the global value chain, materials innovation is becoming fundamental to how vehicle safety is designed and certified. Structural integrity, crash energy management, vibration control and cabin stability now influence ratings and brand trust. For OEMs, the right material choices play a vital role in ensuring safety, reliability and brand strength, especially in a market where consumer confidence is still taking shape.Clean chemistry further reinforces this change. Low-emission pre-treatment, pumpable NVH solutions and recyclable structural inserts are helping OEMs meet rising sustainability expectations while reducing waste and simplifying production. As the mobility transformation accelerates in India, chemistry is emerging as a quiet enabler, allowing OEMs and EV players to scale faster, create safer vehicles and make sustained progress towards the future of transportation.The Union Budget 2026 introduces measures such as duty exemptions on lithium-ion cell manufacturing equipment and critical EV minerals that quietly reinforce the materials-led transition. These steps help reduce battery costs, stabilize the supply chain, and enable EV manufacturers to create safer and more affordable platforms domestically.
Electronics & Manufacturing :Precision as a strategic asset
India’s ambition to become a global electronics and semiconductor manufacturing hub is increasingly defined by one requirement: precision at scale. With a push for India Semiconductor Mission 2.0 and ₹40,000 crore for electronic components, the Union Budget 2026 sends a clear signal. India is no longer content with aggregating the digital economy; It intends to retain ownership of its physical layer, distributed content, tools and full-stack intellectual property.This strategic effort has already made early achievements, including the inauguration of one of India’s first end-to-end outsourced semiconductor assembly and test pilot line facilities, indicating solid progress in developing advanced packaging capabilities under these initiatives.These initiatives and incentives provide important momentum, but the next phase of semiconductor competition will be shaped inside the factory. As devices become smaller, faster and more power-dense, precision becomes stronger and stability becomes paramount. Performance increasingly depends on how reliably the material operates under extreme heat, vibration, high processing speeds and advanced miniaturization. At this stage, chemistry evolves from cost considerations to strategic capabilities, quality, flexibility and enabling scalable manufacturing.High-performance materials shape the outcome at every step of semiconductor manufacturing. They improve yield by reducing variability and defects, increase durability by managing thermal and mechanical stresses, and increase efficiency by supporting automation-ready production cycles. Even a small drop in yield can undermine the economics of the entire production chain. Global leaders demonstrate this principle by focusing on machine-level consistency in material performance, treating each source of variability as a critical factor for operational excellence rather than a simple cost concern.India’s future competitiveness will depend as much on capacity as on chemistry. Successfully deploying proven chemistries globally, adapting them to local conditions and scaling them reliably will be the key to transforming “Make in India” into “Make for the World”.
Packaging: As Chemistry scalable engine growth
Packaging sits at the intersection of industrial efficiency, export readiness and sustainability mandates. As manufacturing and exports grow, packaging must achieve higher performance using fewer resources while maintaining production speed, reducing defects and ensuring full compliance.Advances in adhesives, coatings and barrier materials are transforming packaging performance. Lightweight structures with strong bonds extend shelf life while withstanding high speed processing. Clean chemistry cuts energy use and emissions and supports reusable mono-material and paper-based formats without compromising line speed or seal integrity.The economic benefits are clear. Lightweighting reduces logistics costs, while superior barrier performance reduces spoilage in long supply chains. Energy-efficient processes largely protect margins. Today, global FMCG buyers are prioritizing sustainability, increasingly preferring suppliers with recyclable and compliant packaging. Advanced barrier coatings and solvent-free adhesives are turning circularity into a source of competitive advantage rather than a regulatory requirement.
Materials Science as India’s long-term development advantage
India’s future industrial growth will be determined by how effectively the science is translated into repeatable and reliable performance on the factory floor. The real benefit comes not just from invention but from the ability to adapt global chemistry to local conditions, incorporating reliability, safety and consistency across thousands of production lines.The next chapter of India’s industrial story will be written not just in laboratories, but on factory floors, shifts, plants, climates and supply chains. As global value chains demand higher standards, India’s standing will be determined not by production alone, but by how consistently, sustainably and safely it delivers.In this scenario, materials science is no longer a supporting input. It is the engine of performance that enables India to build stronger, more resilient and competitive industrial growth globally.Disclaimer: The views and opinions expressed in this article are solely those of the original author and do not represent the Times Group or any of its employees.
(TagstoTranslate)Union Budget(T)Scalable Engines(T)Mobility & EVs(T)Lightweight(T)Safe(T)Electronics & Manufacturing(T)India
