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EMS MARGIN EXPANSION
Dixon, Amber, Syrma: Harshit Kapadia on why India's EMS sector is back on the radar & which stocks to buy nowIndia's electronics manufacturing sector is poised for decades of growth, fueled by global supply chain shifts and government support. Expe...
Rs 1,100 crore a day nightmare: Why FIIs are ruthlessly selling bank stocksForeign investors are aggressively selling Indian bank stocks, offloading over ₹1,100 crore daily due to global economic pressures and port...
Execution and balance sheet strength will decide EMS sector winners: Praveen SahayInvestors are now prioritizing financial discipline in the electronics manufacturing services sector. Companies are expanding and investing...
ET Prime Special Series: Multibagger or Bankrupt - Part 56: An acquisition, a divestment, and a JV for EV. Ready for re-rating?Bulls argue this company is becoming a complete mobility-platform supplier in India: Power solutions and aftermarket, braking and safety. B...
Asus eyes India AI boom, in talks to supply high-end compute servers beyond PCsTaiwanese tech giant Asus is boosting its AI server supply in India. The company is in talks with the government and local hyperscalers for...
Ajanta Pharma, Sun Pharma poised to tap GLP-1 opportunity amid market shift: Siddhartha KhemkaIndia's metabolic therapy market is transforming post-semaglutide patent expiry, shifting to a competitive, volume-driven model. With signi...
EMS roars with 30% growth: Amber and Syrma lead charge as margins expand, says Praveen SahayIndia's electronics manufacturing sector is booming with 30% growth. Companies like Amber and Syrma are leading the charge. The industry is...
Budget 2026: Rs 40,000 crore electronics component outlay lifts Dixon Tech, Kaynes, PG Electroplast, and other EMS stocks up to 7%Semiconductor Stocks: Electronics manufacturing services stocks rallied after the government raised the Electronics Component Manufacturing...
Dixon, Kaynes, PG Electroplast shares crash up to 53%. Time to buy the fear?Shares of Dixon, Kaynes, and PG Electroplast have fallen sharply. This correction follows a period of strong growth driven by government po...
Cement, steel, aluminium & EMS: CLSA's Indrajit Agarwal breaks down sector winners and risksCement demand and pricing trends surprised positively in Q2, supported by consolidation and broad-based recovery across housing, rural dema...
Kaynes & Avalon Poised for Strong CAGR Through FY27 on Scale; Motilal Oswal sees over 20% upside eachIndia's Electronics Manufacturing Services sector is experiencing rapid expansion, fueled by strong orders and increasing global relevance....
Top stocks to buy: 4 electronics manufacturing services stocks with one-year upside potential of up to 29%Strong demand, government support and export opportunities are key drivers.
We expect to be a debt-free company in 2-3 years: Jyoti CNC Automation CMDJyoti CNC Automation, the third largest CNC manufacturer, has a robust order book and the growth of manufacturing industries, supported by ...
India back among the top five global markets by m-cap amid renewed FPI flowIndian equities have gained 10% year-on-year in the June quarter so far compared with 4% and 6% return of the Emerging Market (EM) and Deve...
Ikio Lighting's core strengths, growth drivers offer a good long-term playLong-term investors may consider the IPO given the consistent growth in its contract manufacturing for Signify India (erstwhile Philips Ind...
Factory activity down a tad in February"India's manufacturing industry sustained robust growth of output and new orders halfway through the final fiscal quarter, albeit with a no...
What are the read-throughs from Nifty’s underperformance in January?Looking at this pattern, in terms of FII flows, the market may remain vulnerable for a while till the adjustment (reallocation) is complete...
Are emerging markets set for turn from decadal low tide?As happened in the past, whenever US markets outperformed by a significant margin, it always came at the expense of emerging markets. Last ...
Tech Mahindra, Celonis launch frictionless contact centre BPO transformation solutionThe expansion is a result of Tech Mahindra having secured significant new customer deals deploying Celonis’ EMS technology.
Smallcap watch: 2 stocks that have been big draw among mutual fundsInstitutional investors are often the last on Dalal Street to spot a multibagger opportunity.