India’s growth is reshaping global markets. Here are five European stocks—one Italian—that already earn a meaningful share of revenues from India and could benefit from its long-term boom.
For decades, investors talked about India as “the next China.” Today, it is increasingly clear that India is not just next—it is now. With GDP growth consistently above 6%, a young population, rising middle class, and massive infrastructure spending, India has become a core growth engine for multinational companies.
For European investors, this matters more than ever. Many large European groups now generate a significant and rising share of their revenues from India. This creates a compelling investment angle: instead of buying local Indian equities—often expensive and volatile—you can gain exposure to India’s boom through established European stocks with diversified revenue streams and stronger governance standards.
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As several analysts point out, this strategy fits perfectly within a portfolio protection and opportunity framework: capture growth while managing risk.
Below are five European stocks to consider if you want to invest in India’s growth, with a strong focus on fundamentals and long-term trends. One of them is Italian.
Siemens (Germany): Riding India’s Infrastructure Wave
Few companies are as deeply embedded in India’s industrial transformation as Siemens. The German conglomerate has been operating in India for over 150 years and today generates a meaningful portion of its revenues from the country through energy, mobility, automation, and smart infrastructure projects.
India’s government is spending aggressively on railways, power grids, and urban infrastructure. Siemens is a direct beneficiary. According to several European equity analysts, India is now one of Siemens’ fastest-growing markets, with double-digit order growth in recent years.
As one Frankfurt-based analyst recently noted, “India has moved from being a peripheral growth option for Siemens to a strategic pillar. The visibility on orders is unusually high for an emerging market.”
ABB (Switzerland): Powering Electrification and Automation
Swiss-based ABB is another major European player with deep roots in India. The company operates manufacturing plants, R&D centers, and a listed Indian subsidiary that focuses on electrification, robotics, and industrial automation.
India’s push toward renewable energy, electric mobility, and grid modernization plays directly into ABB’s strengths. Analysts often highlight ABB’s Indian exposure as a “quality growth lever” within a broader defensive industrial profile.
For investors, ABB offers a blend of emerging-market growth and Swiss-style balance sheet discipline—an attractive combination in uncertain global markets.
Schneider Electric (France): The Energy Transition Bet
France’s Schneider Electric has positioned itself as a key partner in India’s energy transition. From data centers to smart buildings and industrial energy management, Schneider benefits from India’s rapid urbanization and digitalization.
India is also becoming a global hub for data centers, driven by cloud adoption and AI. Schneider’s solutions are critical for energy efficiency and grid stability—two major pain points in fast-growing economies.
According to a Paris-based equity strategist, “India is one of the few markets where Schneider can grow volumes, margins, and strategic relevance at the same time.”
Unilever (UK/Netherlands): A Consumer Growth Powerhouse
If infrastructure is one pillar of India’s growth, consumption is the other. Unilever, through its subsidiary Hindustan Unilever, is one of the biggest consumer staples players in the country.
Rising incomes, urbanization, and premiumization trends continue to support long-term growth in food, personal care, and household products. India already represents one of Unilever’s most important markets globally.
For investors seeking exposure to India with lower volatility, Unilever offers a defensive way to tap into demographic growth while maintaining stable cash flows.
Prysmian (Italy): The Italian Stock Leveraging India’s Expansion
The Italian representative on this list is Prysmian, the global leader in energy and telecom cables. Prysmian has significantly expanded its presence in India, driven by investments in power transmission, renewable energy, and digital infrastructure.
India’s massive grid expansion and renewable buildout require exactly what Prysmian specializes in: high-quality, high-voltage cables. Analysts increasingly view India as a strategic growth market for the group over the next decade.
As one Milan-based analyst put it, “India is becoming a structural growth driver for Prysmian, not just a cyclical market.”
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A Smarter Way to Play India’s Growth
Investing in India does not have to mean taking concentrated emerging-market risk. European multinationals with strong Indian exposure offer a compelling alternative: access to one of the world’s fastest-growing economies, combined with diversification, transparency, and capital discipline.
This approach aligns with both deep-dive macro analysis and portfolio protection strategies. India’s boom is real—but how you invest in it matters just as much as the story itself.
For long-term investors, these five European stocks could be a smart way to ride India’s growth while keeping one foot firmly planted in Europe.
