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ELECTRICALS AND EMS SECTOR
$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...09 May, 2026, 06.46 PM IST- FMCG recovery real but modest, banking margins face pressure, power sector demand unstoppable: Anand TandonIndia's earnings season reveals a steady, albeit unspectacular, recovery. FMCG sees rural demand lift, but growth remains modest. PSU banks...08 May, 2026, 10.50 AM IST
- Rising temperatures spark comeback for India's consumer durables sector: ReportIndia's consumer goods sector is seeing a strong rebound. Rising temperatures are boosting sales, especially in southern regions. While Apr...30 Apr, 2026, 02.35 PM IST
- 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...29 Apr, 2026, 09.24 PM IST
- ETMarkets Smart Talk | Nifty in ‘bounce zone’ as valuations fall below 10-year average; de-escalation key: Harendra KumarIndian markets are showing signs of recovery. Valuations have become attractive, offering a potential cushion for equities. External shocks...06 Apr, 2026, 09.00 AM IST
- SIP investors win abroad, lose at home: FY26 delivers a wake-up call on asset allocationIndian equity investors faced losses while international funds delivered triple-digit returns in FY26, driven by global tech growth and com...27 Mar, 2026, 08.51 AM IST
- PSU banks poised for rerating to 1.5x book as real estate monetization unlocks growth: Deepak ShenoyPublic sector banks are poised for a significant rerating to 1.5x book value, driven by strong earnings growth and the potential to monetiz...10 Feb, 2026, 09.00 AM IST
- EMS sector still a ‘Sunrise Industry’ but valuations stretched: Dipan MehtaIndia's primary market is attracting significant retail investment, with some IPOs seeing massive subscriptions. While venture-funded compa...26 Nov, 2025, 12.22 PM IST
- 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....28 Jun, 2025, 11.32 AM IST
- B2B, manufacturing tech drove IPO market in past five years: reportAccording to the latest ‘Digitizing Make in India’ report by Boston Consulting Group and venture capital firm Matrix Partners, within the B...13 Mar, 2024, 12.00 AM IST
- Why is the $20 billion EMS industry in the limelight? Kaynes Technology, Cyient DLM could give 25% return in 1 yearThe Indian EMS industry has been at a nascent stage at only 0.6% of GDP in FY22. However, it is likely to catapult to a massive INR6t by FY...24 Oct, 2023, 10.57 AM IST
- BHEL bags order from NHPC for Hydro Project, Dibang Multipurpose ProjectState-owned Bharat Heavy Electricals Limited (BHEL) on Monday announced that it has bagged an order from NHPC for its 2,880 MW Dibang multi...04 Sep, 2023, 04.06 PM IST
- BHEL bags orders worth Rs 3,200 cr for hydro projects in Andhra Pradesh, TelanganaThe order for E&M works for 12x80 MW Polavaram hydro power project in Andhra Pradesh envisages manufacture and supply of India's highest un...31 Dec, 2020, 12.48 PM IST
- Bhel commissions 1st unit of Kishanganga hydro project in J&KThe unit is one of three that are planned as part of a 340 MW project will generate 1,350 million units (MU) of clean electricity annually,...19 Mar, 2018, 03.25 PM IST
- BHEL commissions 40 mw hydro power unit in West BengalPower generation from project will result in reduction of green-house gas emissions and will help in achieving a low carbon development pat...20 Jul, 2016, 01.17 PM IST
- Indian electrical equipment makers should focus on developing HR capital: Sudarsana NatchiappanThe Indian electrical equipment sector, that contributes 1.4% to the nation's GDP, should focus on developing human resource capital.28 Sep, 2013, 01.05 PM IST
- MNC players to debut on India's EMS turfThe electronics manufacturing services (EMS) industry in India seems to be attracting a lot of attention from outside.25 Jun, 2007, 12.00 AM IST
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