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Beyond the fabs: Uncovering the hidden value in India’s semiconductor ecosystem. (AI generated image from Gemini)

Not Tata Elxsi, Not Dixon: 2 under-the-radar stocks front-running India’s Rs 76,000-crore chip surge

Everyone is watching India’s semiconductor fabs. But the companies quietly facilitating the chip ecosystem may be where the real investment…

March 7, 2026 05:30 IST

Motilal Oswal EMS stock picks Kaynes Dixon Syrma outlook

Kaynes, Dixon to Syrma: 6 ‘EMS stock picks by Motilal Oswal, with over 100% upside potential

Motilal Oswal backs India’s EMS stocks as PLI-led electronics manufacturing momentum and defence, EV expansion power a fresh growth cycle…

February 25, 2026 10:32 IST

Why high-margin electronics are the real multipliers in India’s defence bet. (AI generated image from gemini)

India’s defence boom: The 2 quiet electronics stocks riding a Rs 50,000 crore ‘build-the-brains’ opportunity

HAL and BEL build platforms for India’s military, but as defence systems increasingly rely on electronics, the emphasis may shift…

February 21, 2026 05:30 IST

India-US trade deal, US tariff cut India, Motilal Oswal stock picks, stocks to benefit from US tariff cut

From IT stocks to auto: Motilal Oswal reveals over 15 stocks set to benefit after US cut tariff for India

Motilal Oswal lists over 15 top Indian stocks to watch after US tariff cuts — see which sectors and companies…

February 4, 2026 12:59 IST

US Slashes Tariffs to 18% – Axis Direct lists top 25 stocks to bet on now

US slashes tariffs on Indian goods to 18%, boosting exports and investments. Axis Direct identifies top 25 Indian stocks in…

February 3, 2026 12:26 IST

Budget 2026: EMS stocks rally after Budget raises ECMS outlay to Rs 40,000 crore: Dixon, Syrma, Amber, 7 stocks surge

Electronics manufacturing stocks jumped sharply after Budget 2026 raised ECMS outlay to ₹40,000 crore, signalling a major policy tailwind for…

Updated: February 1, 2026 12:33 IST

3 EMS Stocks to Watch After the Market Correction. (AI generated image from Gemini)

50% correction: Is the EMS ‘super-cycle’ finally at a buyable price?

India’s electronics exports have reached ₹3.3 lakh crore, marking a structural shift. Among many EMS players, 3 have gained strong…

January 26, 2026 05:30 IST

Beyond the EMS correction: Why Syrma SGS and Avalon are trading revenue for record margins

Dixon, Kaynes Plummet 50%: Why Syrma and Avalon are the new EMS safe havens

EMS stocks took a hit, but two smaller players defied the sector correction. Why are they holding steady while others…

Updated: January 18, 2026 08:30 IST

India's EMS Revolution: How THESE companies are climbing the electronics value chain with PLI

Beyond assembly: 5 EMS stocks building India’s high-tech future

The Production Linked Incentive (PLI) scheme is transforming India’s Electronics Manufacturing Services (EMS) sector into a global hub, significantly boosting…

Updated: January 31, 2026 15:04 IST

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