LOGIC Consulting

December 30, 2025

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2025 in Review (Egypt) | INVESTMENT SIGNALS IN A STABILIZING ECONOMY

Egypt’s economic performance in the third quarter of fiscal year 2024/25 marked a turning point, recording real GDP growth of 4.77% year-on-year, the highest in three years. The momentum carried into Q4, with the economy growing by around 5%, pushing the full-year growth for FY 2024/25 to ~4.4%, up markedly from ~2.4% in FY 2023/24. The rebound reflects expanding activity across different sectors, signaling that earlier macroeconomic shocks are gradually dissipating. Additionally, performance benefited from the partial recovery of Suez Canal revenues following the slowdown in Houthi-related disruptions, as well as Egypt’s stabilizing regional role, particularly its mediation efforts around the Gaza ceasefire, which helped reinforce perceptions of regional stability and supported confidence in Egypt’s economic and geopolitical positioning.

At the same time, renewed FDI is helping to stabilize foreign-exchange liquidity, a major positive after the currency volatility of 2023–2024. Inflation has markedly cooled compared with 2023’s peak: urban consumer-price inflation stood around 12.5% in October 2025, down substantially from the extreme highs of recent years. The improved inflation outlook, combined with structural reforms and improving external balances, has helped restore macroeconomic credibility, which in turn supports private-sector investment appetite and some recovery in business confidence.

1. MANUFACTURING

Egypt’s manufacturing sector in FY 2024/25 shifted from contraction to a clear recovery and became one of the main engines of GDP growth. Real GDP grew by 4.77% in FY 2024/25, up from 2.4% the previous year, with the Ministry of Finance explicitly highlighting manufacturing as a key driver. Within this, non-oil manufacturing recorded strong and broad-based momentum: it grew by 7.1% in Q1, 17.7% in Q2, 16% in Q3, and 18.8% in Q4 of FY 2024/25, bringing full-year growth to about 14.7% versus a 5.2% contraction in FY 2023/24. During Q3 FY 2024/25, non-oil manufacturing was the largest single contributor to growth, adding around 1.9 percentage points to the 4.77% quarterly GDP expansion.

At the activity level, the transformative and extractive industries index (a proxy for industrial production) continued to strengthen, with the index rising to 120.47 in March 2025 from 115.93 in February, indicating solid output growth in manufacturing and related industries. Industrial exports (semi-manufactured and finished products) increased by 73.8% to USD 32.5 billion in FY 2023/24, up from USD 18.7 billion in FY 2013/14, underscoring the sector’s growing export orientation entering 2025.

A. Key Opportunities

Non-Oil Manufacturing Rebound & Export Growth

Non-oil manufacturing shifted sharply from a 5.2% contraction to 14.7% growth in FY 2024/25, supported by strong quarterly performance and a major rebound in industrial exports, which rose 73.8% to USD 32.5 billion. This creates opportunities for expanding capacity, scaling export-oriented production, and upgrading efficiency in sectors such as chemicals, building materials, food processing, and light engineering.cultural destinations that balance authenticity with modern visitor experiences.

Expansion of Industrial Zones & Digital Investment Platforms

Egypt now has 177 industrial zones, reflecting rapid expansion of cluster-based industrial real estate. The “Made in Egypt” digital platform simplifies access to industrial land, licensing, and services, creating openings for investment in new parks, serviced land, utilities, and manufacturing-support infrastructure.

SCZONE Growth & Export-Oriented Industrial Complexes

The Suez Canal Economic Zone (SCZONE) has attracted USD 11.6 billion and is emerging as a major manufacturing and logistics hub. New industrial complexes, such as one of the Middle East’s largest phosphate complexes and a series of logistics and port-related projects, underscore the potential for chemicals, fertilizers, building materials, and logistics-linked manufacturing. In October 2025, the Suez Canal Authority also signed a USD 2 billion petrochemical complex deal in Ain Sokhna, with a second USD 4.5 billion phase targeting export-oriented petrochemicals, creating a pipeline of industrial opportunities.

Strong FDI Momentum & Strategic Industrial Partnerships

FDI reached a record USD 46.1 billion in FY 2023/24—the highest ever recorded—, with significant inflows targeting industrial, energy, and infrastructure projects. Large investments from the UAE and China (around USD 5.7 billion by later 2025), especially around the Suez Canal, support opportunities for joint ventures, supplier integration, technology transfer, and industrial co-location.

Policy Reforms, Incentives & Improved Investment Climate

Government strategies for 2024–2027 prioritize expanding manufacturing’s contribution to GDP. Updated incentives from the Industrial Development Authority—including up to 30% deductions on investment costs for industrial projects, custom duty exemptions on imported machinery, and targeted incentives for renewable energy, automotive, export-oriented and strategic industries— support new projects, while IMF-backed reforms improve macro stability, reduce inflation, and strengthen the environment for private industrial investment.

Growth in Green, Energy-Integrated & Higher-Value Manufacturing

Gas constraints are accelerating a shift toward more efficient, value-added, and greener industrial models. Major petrochemical and phosphate projects in SCZONE—alongside large energy investments such as Eni’s USD 8 billion commitment—are creating integrated value chains for downstream manufacturing in plastics, fertilizers, chemicals, construction materials, and industrial equipment. A €397 million (~ USD 430 m) green hydrogen export project in Sokhna links green energy production with downstream industrial demand.

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