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India's expanding 5G manufacturing ecosystem presents opportunities for domestic equipment makers.

India’s telecom equipment market could double to $50 Bn: 3 stocks making 5G gear

India’s telecom equipment market is set to double by FY32 with major growth in 5G manufacturing. Key listed companies like…

October 13, 2026 05:10 IST

Jefferies top stock picks Q2FY27, best stocks to buy before Q2 results

Jefferies top 3 picks for Q2FY27 as copper & commodity inflation hits margins

Jefferies names Polycab India, LG Electronics India and V-Guard Industries among its top Q2FY27 picks as copper prices and commodity…

October 9, 2026 15:26 IST

Kotak Midcap Fund: Is the Turnaround Still on Track?

A fund manager with 14 years on the job left. His successor cut the fund’s biggest sector bets in half…

October 3, 2026 13:37 IST

The new builders: From assembly lines to components

Having mastered contract manufacturing, Dixon, Kaynes, Syrma and their peers are betting billions on the harder, higher-value game

Updated: September 26, 2026 08:28 IST

India moves beyond assembly: How component manufacturing is driving electronics industry worth Rs 12 lakh cr

In 2025, India overtook China as the top smartphone exporter to the US, highlighting the shift in global supply chains.

Updated: September 12, 2026 12:51 IST

Kaynes Technology Dixon Technologies Syrma SGS electronics manufacturing stocks

Dixon vs Kaynes vs Syrma: Jefferies reveals EMS stocks gaining most from ₹39 lk cr mobile drive

India’s electronics manufacturing story is moving beyond assembly, and Jefferies sees Kaynes Technology as the standout component play over Dixon…

September 9, 2026 15:05 IST

Companies are also raising prices on finished goods, according to the report.

Copper prices up 45% in 1 year: Why electronics makers are switching to aluminium instead

Copper prices have surged 45% this year, prompting Indian electronics manufacturers to switch to aluminium to manage costs, amid rising…

September 8, 2026 14:23 IST

Macquarie India stock picks including Titan, Trent and Dixon

Titan, Trent to Dixon: Macquarie’s 12 stock picks with up to 30% upside

Macquarie is betting on a selective set of Indian stocks as earnings growth, cash generation and return ratios diverge. Titan,…

September 8, 2026 08:13 IST

Semicon 2.0 India semiconductor stocks CG Power Kaynes Dixon Tata Elxsi

Rs 1.27 lk cr Semicon 2.0: 1 ships chips, 3 build moats — CG Power, Kaynes, Dixon & Tata Elxsi

India’s Semicon 2.0 push is creating four very different semiconductor plays: CG Power is already shipping chips, Kaynes is building…

Updated: September 3, 2026 10:47 IST

Kaynes Technology vs Dixon Technologies, Dixon vs Syrma SGS, Kaynes Technology share price

Kaynes vs Dixon vs Syrma SGS: Why Jefferies rates one stock ‘Buy’ amid India’s $7 billion PCB push

Kaynes Technology, Dixon Technologies and Syrma SGS are in focus as India shifts from smartphone assembly to component manufacturing. Here’s…

August 31, 2026 12:39 IST

India’s Mobile PLI 2.0. (This is an AI-generated image)

India’s mobile output is up 33X: Rs 62,500 Cr PLI 2.0 opens a new chapter for 2 stocks

India’s mobile manufacturing story is getting a fresh push. But this time, the focus is not just on making more…

August 31, 2026 05:01 IST

Mobile PLI 2.0: Dixon Technologies, exports and localisation — what investors need to know (Image: Ai generated)

Rs 62,500 crore mobile manufacturing push: Why Dixon Technologies is emerging as a key beneficiary

Smartphone PLI 2.0 brings a Rs 62,500 crore outlay, tougher eligibility rules and export targets. Here’s why brokerages see Dixon…

August 24, 2026 13:21 IST

EMS firms raise prices, but higher input costs keep margins under pressure

Dixon, Kaynes to Syrma, Amber: EMS revenue jumps 27% in Q1FY27 but margin headwinds persist

EMS stocks Q1FY27 revenue rises 27%, but weak smartphones, input costs and working capital keep margins under pressure.

August 21, 2026 17:26 IST

5 Fast-Expanding Indian Companies with Strong Balance Sheets. (This is an AI-generated image)

India’s fastest-growing low-debt companies: Are any still cheap?

Discover 5 Indian mid and large-cap stocks achieving a 7-year sales CAGR of over 20% while maintaining conservative debt-to-equity ratios…

August 9, 2026 05:30 IST

Dixon Technologies Q1 profit boosted by Rs 519 crore one-time gain

Dixon Technologies Q1 profit jumps to Rs 663 crore; revenue rises 21%

Dixon Technologies Q1 profit surged to Rs 663 crore; read how one-time gains and PLI receivables shaped results.

Updated: July 31, 2026 16:35 IST

3 Mutual Funds with Exposure to India’s Semiconductor Growth Story

Here are three mutual funds offering exposure to India’s semiconductor and electronics growth story.

July 30, 2026 12:31 IST

A sleek, dark-mode financial analytics interface charting electronic manufacturing services. The terminal showcases Dixon Technologies with a prominent upward vector towards a revised ₹16,000 target price, flanked by metrics modeling a shift from a 3.3% to a 4.2% operating margin alongside the 51:49 Vivo partnership structure under Press Note 3 compliance.

Dixon: From Rs 62,500 crore scheme to Vivo JV approval — Key triggers driving the upside

Dixon rides India’s Rs 62,500 crore phone scheme and Vivo JV, but rich valuations and competition temper upside—track execution before…

July 18, 2026 06:00 IST

Dixon, Kaynes, Syrma SGS: Jefferies names winners and losers of new Rs 62,500 crore mobile scheme

Jefferies sees India’s ₹62,500 crore mobile manufacturing scheme reshaping the EMS sector, with Dixon, Kaynes, Syrma SGS and Uno Minda…

July 16, 2026 15:21 IST

Dixon Technologies (India) Limited

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