Business Head - Semiconductor & Electronics

Role Overview:

The Business Head - Electronics & Semiconductor will lead the development, scaling, and long-term strategic direction of entry and expansion into the electronics and semiconductor ecosystem. The role requires a deep understanding of PCB/PCBA manufacturing, substrates, OSAT, semiconductor components, government incentive schemes (PLI/DLI/ISM 2.0), and global supply-chain dynamics. The leader will drive partnerships, P&L, technology roadmap, operations setup, and stakeholder engagement with government bodies, OEMs, anchor customers, and JV/technology partners.

Key Responsibilities:

Strategy & Business Leadership:

- Define the 5 - 10 year strategic roadmap for electronics & semiconductor.

- Identify the right value-chain plays: PCB, HDI, IC substrates, OSAT, components, compound semiconductors (SiC/GaN), ATMP, etc.

- Develop the investment thesis for each opportunity, with business cases, capex modelling, and ROI.

- Conduct competitive benchmarking globally and identify key whitespace.

Partnerships, M&A & Ecosystem Building:

- Lead engagement with technology partners, potential JVs, and global players for transfer of technology (ToT) and manufacturing support.

- Evaluate acquisitions or minority/majority stakes in promising companies.

- Build relationships with anchor customers: automotive, telecom, defence, power electronics, consumer electronics.

- Represent in ecosystem discussions with industry bodies (IESA, ELCINA), suppliers, and global supply chains.

Government Engagement & Incentive Management:

- Own the interface with MeitY, Invest India, State Governments for securing incentives under PLI, DLI, ISM 2.0, OSAT/ATMP schemes, semiconductor policy, and state subsidies.

- Manage compliance, milestone achievements and financial claims related to incentives.

- Ensure policy intelligence - track all government updates and align business strategy accordingly.

Business Development & Customer Acquisition:

- Develop a strong customer pipeline.

- Convert key OEMs into anchor customers for long-term offtake agreements.

- Set and achieve annual revenue, margin, and order-book targets.

- Drive pricing strategy, commercials, and negotiations.

Operations & Technical Oversight:

- Build and operationalize a world-class manufacturing system using lean, TPM, Six Sigma, and TQM methodologies.

- Drive technology roadmap, including automation, yield optimization, material procurement, and vendor qualification.

Financial Management & P&L Ownership:

- Own the P&L, budgeting, capex, and operational performance.

- Monitor key financial metrics: yield, throughput, OEE, EBITDA margins, and ROIC.

- Ensure timely scale-up to reach profitability targets.

Team Building & Leadership:

- Build a cross-functional team across R&D, manufacturing, supply chain, BD, regulatory, and quality.

- Mentor and develop talent, creating a high-performance culture.

- Lead reviews with CMD, Board and senior leadership.

Required Experience:

Mandatory:

- 15 - 27 years of experience in electronics manufacturing / semiconductor.

- Deep knowledge of PCB/PCBA, HDI, IC substrates, OSAT/ATMP, compound semiconductors, or advanced packaging.

- Proven ability to set up and scale manufacturing units (greenfield or brownfield).

- Strong commercial acumen and experience managing P&L > Rs. 500 crore / USD $50 - 100M.

- Experience working with government incentive schemes (PLI, DLI, state subsidies).

- Demonstrated success in securing partnerships with global electronics/semiconductor players.

Preferred:

- Prior experience with multinational companies (e.g., AT&S, Unimicron, TSMC supply chain, ASE, Amkor, Foxconn, Tata Electronics, CG Power, Syrma).

- Exposure to defence electronics, automotive electronics, telecom modules, or power electronics.

- Global exposure in supply chain hubs - Taiwan, Singapore, Japan, Korea, Europe.

Skills & Competencies:

- Strategic thinking with ability to execute.

- Strong techno-commercial understanding.

- Negotiation and stakeholder management.

- Financial modelling & ROI analysis.

- Cross-cultural communication.

- Understanding of semiconductor equipment, materials, and processes.

- Leadership during ambiguity and transformational change.

Educational Qualifications:

- B.Tech in Electronics/Electrical/Mechanical; M.Tech preferred.

- MBA from a reputed institute (desirable).

- Additional certifications in semiconductor manufacturing/operations are a plus.

Location:

- Delhi NCR (travel required)