Larsen & Toubro (L&T) has reportedly held initial talks with the Tamil Nadu government for about 200 acres of land near Chennai, India’s electronics manufacturing hub, The Economic Times reported on October 29, 2025. The Mumbai-based company plans to begin by producing components for electronic devices rather than full products, with a long-term goal of becoming an “integrated player with end-to-end manufacturing capabilities.”
Sources also told ET that L&T may later use the land for a semiconductor facility. Although chip manufacturing was not part of the early discussions, the plan could evolve over time. Neither L&T nor the Tamil Nadu government commented on the report.
L&T has already been expanding in semiconductors, setting up L&T Semiconductor Technologies in 2023 to design analog chips for automotive, energy, and industrial uses. The subsidiary aims to build three fabs in India within the next decade, investing $10–12 billion. Analysts say L&T’s entry into electronics manufacturing services (EMS) will likely focus on its strengths—such as aerospace, IoT modules, and energy devices—rather than smartphones.
