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13 Companies file applications under PLI Scheme for White Goods (ACs & LED Lights) with committed investment of Rs. 1,914 crore

india economy Air conditioner machines are seen at an electronics store in Kolkata, India, on September 8, 2025. The Goods and Services Tax (GST) Council approves a two-tier rate structure of 5% and 18%. Announcing the new GST reforms, union finance minister Nirmala Sitharaman says, ''We have reduced the slabs. There shall be only two slabs, and we are also addressing the issues of compensation cess.'' The revised rates take effect from September 22, bringing relief across a wide range of goods. Under the GST rate cut, most consumer electronics--such as air conditioners and televisions--shift from the old 28% slab down to 18% GST. (Photo by Debajyoti Chakraborty/NurPhoto via Getty Images)

The 4th Round of the Production Linked Incentive (PLI) Scheme for White Goods (Air Conditioners and LED Lights), launched by the Department for Promotion of Industry and Internal Trade (DPIIT), has attracted 13 applications with a net committed investment of Rs. 1,914 crore. The application window was open from 15th September 2025 to 10th November 2025.

Notably, over 50 per cent of the new applicants are Micro, Small and Medium Enterprises (MSMEs), reflecting the growing confidence of small and medium enterprises in joining the Air Conditioner and LED components manufacturing value chain.

Among the 13 applicants, one is an existing beneficiary under the PLI Scheme for White Goods, committing an additional investment of Rs. 15 crore. Nine applicants, representing 75 per cent of the total, have applied for manufacturing Air Conditioner components with a cumulative investment of Rs. 1,816 crore. These investments focus on manufacturing copper tubes, aluminium stock, compressors, motors, heat exchangers, control assemblies, and other high-value components. The remaining four applicants have proposed investments worth Rs. 98 crore for LED component manufacturing, including LED chips, drivers, and heat sinks.

The proposed investments cover six States across 13 districts and 23 locations, contributing to regional industrial growth and employment generation.

So far, the PLI Scheme for White Goods has attracted Rs. 10,335 crore of committed investment from 80 approved beneficiaries. The Scheme is expected to generate production worth Rs. 1.72 lakh crore and create around 60,000 direct jobs across the country.

Approved by the Union Cabinet chaired by Prime Minister Shri Narendra Modi on 7th April 2021, the PLI Scheme for White Goods—with a total outlay of Rs. 6,238 crore—aims to establish a complete component ecosystem for Air Conditioners and LED Lights in India. The Scheme is projected to increase domestic value addition from the current 15–20 per cent to 75–80 per cent, positioning India as a key global manufacturing hub for white goods.

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