India’s electronics manufacturing story is moving beyond assembly, and Jefferies sees Kaynes Technology as the standout component play over Dixon…
Copper prices have surged 45% this year, prompting Indian electronics manufacturers to switch to aluminium to manage costs, amid rising…
Macquarie’s ISM 2.0 picks spotlight CG Power, Syrma SGS and Amber as key beneficiaries of India’s semiconductor and electronics push.
Kaynes Technology, Dixon Technologies and Syrma SGS are in focus as India shifts from smartphone assembly to component manufacturing. Here’s…
EMS stocks Q1FY27 revenue rises 27%, but weak smartphones, input costs and working capital keep margins under pressure.
AI data centres are opening a fresh growth runway for Indian EMS companies, but Emkay sees a clear divide between…
India’s EMS sector is entering a more selective phase, as investors look beyond growth and PLI benefits to order-book quality,…
Motilal Oswal has recommended three ‘Buy’ stocks with upside potential of up to 38%. Here’s why the brokerage is bullish…
Here are four EMS stocks investors may track, along with their business models, recent financial performance and changes in FII…
Jefferies sees India’s ₹62,500 crore mobile manufacturing scheme reshaping the EMS sector, with Dixon, Kaynes, Syrma SGS and Uno Minda…
These electronics companies are well placed to capture the upcoming demand boom.
Motilal Oswal remains positive on India’s Electronics Manufacturing Services (EMS) sector, citing strong order books, rising AI-led demand and robust…
ONGC rallies on royalty cuts, JSW Energy slides after Q4, Bharat Forge gains on Embraer aerospace deal.
Over 400 firms, including Cipla, Airtel & Tata Steel, to unveil Q4 results this week. Track key announcements and dividend…
India’s defence indigenisation push is creating a unique opportunity for nimble small-cap players to build “Bluechip-like” competitive moats. Two such…
Motilal Oswal backs India’s EMS stocks as PLI-led electronics manufacturing momentum and defence, EV expansion power a fresh growth cycle…
Propelled by robust government initiatives like the PLI scheme and a ₹40,000 crore component outlay in Budget 2026, India’s electronics…
While the Nifty Smallcap 250 delivered a modest 13% annual return, five outliers including Force Motors and Hindustan Copper surged…