NITI Aayog has released a PLI impact assessment of the Production Linked Incentive schemes covering all 14 notified sectors, and finds that nearly 70% of targeted segments are on track. The report is titled “Impact Assessment of PLI Schemes” and was launched on 12 November 2026, according to a Press Information Bureau (PIB) release.
The Indian Institute of Management, Ahmedabad was the knowledge partner for the study. Implementing ministries supplied firm-level data, though the release does not name them.
How Does the PLI Impact Assessment Rate the Sectors?
The report groups outcomes into four categories: On-Track, Partial Impact, Insignificant Evidence of Impact, and Data Unavailable. The PIB release does not give the number of segments in each group beyond the “nearly 70% on track” finding.
Which Sectors Show Notable Progress?
The release lists pharmaceuticals, mobile manufacturing under large scale electronics manufacturing, food processing, telecom, white goods, automobiles and drones as sectors showing notable progress. The report calls drones an early implementation success.
High efficiency solar PV modules have expanded capacity significantly. Advanced chemistry cell (ACC) batteries, specialty steel and technical textiles are seeing gradual capacity creation.
Market and Trade Reaction
No reaction from industry bodies or economists had been reported in the sources reviewed at the time of writing.
What Happens Next?
The release does not set out policy changes arising from the findings. Any changes to scheme design or timelines would need to be announced separately by the government.
Frequently Asked Questions
What does the NITI Aayog PLI report find?
It finds that nearly 70% of targeted segments across the 14 PLI sectors are on track.
Who worked with NITI Aayog on the report?
The Indian Institute of Management, Ahmedabad was the knowledge partner.
Which sectors are doing well under PLI?
Pharmaceuticals, mobile manufacturing, food processing, telecom, white goods, automobiles and drones are listed as showing notable progress.
Source: Press Information Bureau (PIB), 12 November 2026.
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