Apple achieves record India revenue in September quarter

Strong iPhone 17 demand, local manufacturing, and young buyers fuel continued growth momentum

Apple reported its highest-ever India revenue for the September quarter, contributing significantly to its global performance, with total sales hitting $102.5 billion. The milestone marked the company’s 14th consecutive quarter of record iPhone sales in India, underscoring the market’s growing importance to Apple’s global strategy.

iPhone 17 demand and retail expansion drive growth

Apple CEO Tim Cook attributed the company’s record results to robust demand for the iPhone 17 series and the success of its retail expansion in India. “We grew in the vast majority of markets we track and achieved all-time revenue records in India and several other emerging markets,” Cook said during the earnings call.

The company’s two new retail stores in Mumbai and Delhi, opened earlier this year, have also helped strengthen Apple’s direct engagement with Indian consumers. CFO Kevan Parekh noted that iPhone revenue grew 6% year-over-year to $49 billion, driven by the iPhone 16 and 17 lineups. He added that iPhone sales reached new highs across key emerging regions, including Latin America, the Middle East, and South Asia.

Apple among India’s top five smartphone brands

Industry data indicates Apple shipped about 5 million iPhones in India during Q3 2025, according to IDC. This performance likely places Apple among the country’s top five smartphone brands, with an estimated 20–25% year-on-year growth — significantly outpacing the overall market.

Analysts attributed the success to a mix of factors, including heavy online discounting of older iPhone models and strong early sales of the iPhone 17 series, which contributed over 10% of Apple’s quarterly shipments.

Premium shift and younger buyers boost momentum

Counterpoint Research reported that the share of Pro models in Apple’s India sales has risen to double digits, boosting average selling prices. Made-in-India iPhone 17 Pro units are now easing earlier supply shortages ahead of Diwali, further sustaining demand.

Experts also highlighted a surge in younger consumers entering the Apple ecosystem, often buying iPhones through easy financing. “Owning an iPhone has become a trend among India’s youth, fuelling Apple’s long-term growth story,” said Tarun Pathak, Associate Director at Counterpoint Research.