MDI & TDI (Polyurethane Feedstocks)
$0.45 bnAnnual import
15%Indian capability
3,725Supplier concentration (HHI)
₹4,000 crTo localise
Why India imports it. Wanhua, Covestro, BASF dominate; India has small MDI line at GNFC.
Why it matters. Foams, adhesives, EV battery padding.
Can India localise it? Yes - 4-5 years.
Where it comes from. China (50%), Germany (30%), South Korea (15%).
Scorecard
The ten indices
CMDI 67Dependency
LPI 49Localisation potential
IAI 61.25Investment attractiveness
SRI 62.5Supply risk
SCI 52.25Supply-chain complexity
TRI 41.75Technology readiness
IMI 67Industrial multiplier
NSRI 48.75National-security relevance
EPI 62Export potential
ICGI 63Capability gap
Who makes it
Manufacturers
In India
Gujarat Narmada Valley Fertilisers & ChemicalsBASF India
Global leaders
Wanhua ChemicalCovestroBasf
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- High-Purity Minerals Enter the Semiconductor Feedstock Chain
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).