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What’s the real key to unlock India’s Rs 62,500 cr mobile manufacturing incentives?

MPMS has one track for large manufacturers and another with stronger support for Indian-owned brands that hold local IP, undertake…

Updated: August 27, 2026 11:07 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

AI data centre stocks India: Syrma SGS, Avalon, Kaynes

Kaynes Vs Syrma Vs Avalon: Which EMS stock wins India’s $850 billion data centre boom?

AI data centres are opening a fresh growth runway for Indian EMS companies, but Emkay sees a clear divide between…

August 14, 2026 05:35 IST

Kaynes Technology share price, Kaynes Technology share price target, Kaynes Technology stock

Kaynes Technology: Motilal sees 30% upside but Nuvama, Nomura & JM Financial turn cautious, flag working capital risk

Kaynes Technology share price is in focus. Motilal Oswal projected nearly 30% upside with a Rs 5,000 target. Here’s why…

August 10, 2026 12:19 IST

Why Value Creation, Margins, and Product Complexity Are Redefining India’s Electronics Sector. (This is an AI-generated image)

Meet 2 EMS stocks growing 50%+ as India’s electronics story enters a new phase

India’s EMS sector is entering a more selective phase, as investors look beyond growth and PLI benefits to order-book quality,…

August 9, 2026 05:30 IST

3 Stocks Positioned to Benefit from Solid Waste Management Rules 2026. (This is an AI-generated image)

3 stocks that could benefit as India’s new waste rules fuel a Rs 1.7 lakh crore industry

India’s waste management sector is entering a new phase. New 2026 rules, stricter compliance, and a fast-growing market are creating…

July 24, 2026 05:30 IST

Motilal Oswal names top EMS stocks after India's Semicon 2.0 push

Motilal Oswal bets big on 3 EMS stocks after Semicon 2.0 push: Do you own any?

India’s semiconductor push is entering its next phase, and Motilal Oswal believes select EMS companies are well placed to benefit…

Updated: July 22, 2026 12:26 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

5 EMS Stocks to Ride the Decade Long Megatrend

These electronics companies are well placed to capture the upcoming demand boom.

July 3, 2026 12:31 IST

India’s Rs 6.5 lakh crore water infrastructure boom. (This is an AI-generated)

The Rs 6.5 lakh crore water infrastructure opportunity: 3 stocks riding India’s next utility boom

After a slow FY26, India’s water infrastructure cycle is turning. Fresh government spending and strong order books could drive the…

June 26, 2026 05:30 IST

Kaynes Tech cracks over 20% in 2 days: Why a 500-day receivable cycle is triggering brokerage downgrades

Kaynes Tech dives 20% in 2 days as brokerages downgrade over cash flow woes—review the risks before investing!

May 15, 2026 14:36 IST

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

Dixon Tech: Nuvama sees 15% upside; Is the Vivo JV the ‘X-Factor’ for FY27?

Nuvama has retained a Buy rating on Dixon Technologies with a target price of Rs 11,700, implying 15% upside potential.…

May 13, 2026 13:05 IST

Dixon Technologies reported 36% YoY profit decline in the fourth quarter of fiscal year 2025-26.

Dixon Tech Q4FY26:Net Profit falls 36%, revenue growth flat; Dividend declared

Dixon Technologies posted a 36% drop in Q4 FY26 profit as margins weakened and revenue growth slowed, while announcing a…

May 12, 2026 18:07 IST

U.S. growth meets Indian profitability in a 2026 turnaround. (AI-generated image from ChatGPT)

From 6% to 18.8% ROCE: Inside the high-efficiency recovery of India’s quietest electronics exporter

Strong revenue growth, improving return ratios and a capital-light model are driving Avalon Technologies’ performance. But with new businesses yet…

May 11, 2026 05:30 IST

Sunil Singhania’s Abakkus Fund Bets ₹322 Crore on ‘Unloved’ Value Picks. (AI-generated image from Gemini)

Sunil Singhania’s Rs 322 crore bet: Why the Abakkus founder is buying ‘disappointment’ in 6 fresh stocks

Abakkus founder Sunil Singhania quietly built fresh positions in six companies with bets across dairy, architectural glass, fashion retail, electronic…

May 9, 2026 05:30 IST

Polycab share price, Polycab Q4 results, Polycab stock target price, Polycab share news

Polycab shares surge 5%: Market share hits 31% – Motilal Oswal, Nuvama, and JM Financial see 16% upside

Polycab shares jumped nearly 5% after Q4FY26 results. Motilal Oswal, JM Financial and Nuvama maintain ‘Buy’ ratings with up to…

May 7, 2026 12:06 IST

A complex financial infographic showing a downward trend in FII flows alongside a Nifty 50 P/E ratio chart dropping below 19x, with icons representing rising crude oil and the weakening Rupee at 95/$.

When will FIIs come back to India? Why the ‘AI Trade’ and crude above $100 are keeping foreign investors away

Discover why FIIs are avoiding India amid the ‘AI trade’ boom and surging crude—learn what could bring them back and…

May 6, 2026 08:20 IST

FII outflows India 2026 retail investors mutual funds SIP trend

FIIs dump $19 billion, But retail keeps buying-can retail SIPs hold the line? Kotak explains

Foreign investors pull out $19 billion from Indian equities in 2026, while retail SIP flows hold steady—raising questions on market…

Updated: April 21, 2026 10:31 IST

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