Electronics Sector’s Push for Policy Stability Spotlights Logistics Industry’s Role in Securing India’s Supply Chains
Isa Logistics CEO Santosh Shetty urges long-term policy commitment to safeguard India’s $500 billion electronics ambition
India’s electronics sector, buoyed by the “China Plus One” strategy and Production Linked Incentive (PLI) schemes, is at a critical juncture. With the easing of US-China trade tensions, industry leaders are voicing concerns that any dilution of government support could undermine India’s hard-earned advantage in attracting global investment. At the forefront of this discussion is Santosh Shetty, CEO of Isa Logistics and GoTek Solution, who has emphasized the pivotal role of logistics in sustaining India’s competitive edge and securing its supply chains.
Policy Stability as the Cornerstone
Shetty underscored that while geopolitical currents may shift, the reliability of India’s domestic policy framework will ultimately determine whether supply chains continue to migrate and stabilize within the country. He cautioned that India’s ambitious goal of achieving a $500 billion electronics industry hinges on viewing PLI and protection measures not as reactive tools but as essential, long-term national policy.
“The recent US tariff adjustments are a stark reminder that geopolitical currents will always fluctuate. India must focus not on external tensions, but on internal policy stability. To realize the $500 billion electronics goal, the government must view PLI and protection measures as essential, long-term national policy, not reactive tools. Any sign of policy pause or dilution now would erode trust, stall investment momentum, and cost India its hard-earned advantage,” Shetty stated.
Logistics: The Stabilizer in Uncertain Times
Isa Logistics has positioned itself as a key enabler of India’s manufacturing ambitions. With integrated solutions spanning container freight station (CFS) operations, freight forwarding, warehousing, and fourth-party logistics (4PL) services, the company is committed to strengthening India’s supply chain infrastructure.
Shetty emphasized that logistics providers must act as stabilizers in times of uncertainty, ensuring the seamless movement of goods and reinforcing investor confidence in India’s manufacturing ecosystem. By offering end-to-end solutions, logistics firms like Isa Logistics play a crucial role in reducing friction across supply chains, thereby enabling manufacturers to focus on innovation and growth.
India’s Electronics Ambition
India’s aspiration to become a global hub for electronics manufacturing is not just about production capacity—it is about building resilient supply chains that can withstand geopolitical and economic shocks. The electronics sector has thrived under government-backed initiatives, but sustaining this momentum requires unwavering policy continuity.
Industry leaders argue that economic risk from policy uncertainty outweighs geopolitical risk. In other words, while global trade dynamics may shift, India’s ability to provide a stable and predictable policy environment will be the decisive factor in securing its place in global value chains.
Isa Logistics: A Visionary Approach
Under the leadership of Santosh Shetty, Isa Logistics has evolved from a startup into a professional organization with over 100 employees, offering comprehensive logistics solutions. Shetty’s vision has been to transform logistics from a transactional service into a strategic enabler of growth.
The company’s portfolio includes:
- Container Freight Station (CFS) Operations: Streamlining cargo handling and customs clearance.
- Freight Forwarding: Ensuring efficient international and domestic movement of goods.
- Warehousing: Providing scalable storage solutions with advanced inventory management.
- 4PL Services: Offering integrated supply chain management tailored to client needs.
Supported by a skilled team of over 300 professionals across India, Isa Logistics combines deep industry expertise with cutting-edge technology to deliver transparent, reliable, and scalable logistics services.
Customer-Centric and Sustainable
Isa Logistics’ customer-centric approach and focus on sustainability have enabled it to build long-term partnerships across diverse industries. By prioritizing efficiency and value, the company empowers businesses to navigate complex logistics challenges confidently and achieve their strategic goals with agility and precision.
The emphasis on sustainability also aligns with global trends, as companies increasingly seek logistics partners who can help them reduce their carbon footprint while maintaining operational efficiency.
Shaping the Policy Narrative
As India positions itself as a global hub for electronics manufacturing, the logistics sector’s voice is vital in shaping the narrative around policy continuity and supply chain resilience. Isa Logistics has called upon policymakers to recognize that economic risk from policy uncertainty outweighs geopolitical risk, urging them to redouble efforts on long-term frameworks that secure India’s place in global value chains.
This perspective highlights the interconnectedness of policy, manufacturing, and logistics. Without stable policies, manufacturers may hesitate to invest, and without robust logistics, supply chains may falter. Together, these elements form the backbone of India’s electronics ambition.
Conclusion
The electronics sector’s call for policy stability underscores the critical role of logistics in securing India’s supply chains. As geopolitical currents fluctuate, India’s ability to provide a reliable domestic policy framework will determine whether it can achieve its $500 billion electronics goal.
Isa Logistics, under the leadership of Santosh Shetty, exemplifies how logistics providers can act as stabilizers in uncertain times, ensuring seamless supply chain operations and reinforcing investor confidence. With its integrated solutions, customer-centric approach, and commitment to sustainability, Isa Logistics is not just moving cargo—it is empowering businesses to navigate challenges and achieve strategic goals.
In the broader context, the message is clear: India’s electronics ambition will only be realized if policy stability and logistics resilience go hand in hand. By securing these foundations, India can strengthen its position in global value chains and emerge as a true leader in electronics manufacturing.
