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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's Vivo JV approval removes a key overhang

Government approves Dixon-Vivo JV; Motilal Oswal sees 33% revenue growth opportunity

Dixon Technologies gets long-awaited PN3 approval for its Vivo JV. Motilal Oswal expects strong volume growth, demand recovery and long-term…

July 10, 2026 10:33 IST

Make in India push: Finance Ministry waives customs duty on key electronics, battery manufacturing goods; Dixon, Exide in focus

India widens customs duty relief for lithium-ion cell and electronics machinery, putting Dixon, Exide and peers in focus; track key…

July 9, 2026 13:22 IST

A sleek, dark-mode financial dashboard displaying a curated table of top institutional equity picks, featuring clean rows for 'Dixon', 'Bharti Airtel', and 'Lodha', with green indicators tracking forward return projections between 13% and 29%.

Top 10 stocks rated ‘Buy’ this week: Brokerages project 13% to 29% returns

Brokerages see 13%-29% upside in 10 Buy-rated stocks across realty, telecom, IT and metals; review the top picks before you…

July 4, 2026 06:00 IST

Dixon Technologies growth outlook with Investec Buy rating and 23% upside

Dixon Technologies: Investec lists 5 structural growth engines fuelling 23% upside potential

Investec has retained its Buy rating on Dixon Technologies with a ₹14,500 target, citing five structural growth drivers including the…

July 2, 2026 09:34 IST

Dixon Technologies, Dixon Technologies share price, Dixon Technologies stock, Dixon share price

JM Financial upgrades Dixon Tech: How Vivo deal & premium pricing fuel 17% upside potential for EMS giant

Dixon Technologies share price is in focus after JM Financial upgraded the stock to ‘Buy’ with a target price of…

July 1, 2026 13:53 IST

EMS stocks, Electronics Manufacturing Services, Motilal Oswal EMS report

Kaynes to Dixon: Motilal Oswal’s 6 EMS stock picks with 31% upside potential

Motilal Oswal remains positive on India’s Electronics Manufacturing Services (EMS) sector, citing strong order books, rising AI-led demand and robust…

June 16, 2026 13:38 IST

Motilal Oswal’s 6 stock picks for next capex cycle as India targets 10GW data center capacity

Motilal Oswal has identified 6 top stock picks across defence, data centres, transmission and EMS sectors. Check why the brokerage…

June 5, 2026 15:03 IST

Dixon Technologies vs Kaynes Technology FY27 India electronics manufacturing outlook

Dixon Tech vs Kaynes Tech: 5 key metrics changing the entire Indian electronics manufacturing story in FY27

Dixon Technologies vs Kaynes Technology: India’s electronics manufacturing boom is entering a tougher phase. Dixon Technologies and Kaynes Technology delivered…

Updated: May 25, 2026 11:04 IST

Dixon Technologies (India) Limited

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