Budget 2026: Rs 40,000 crore electronics component outlay lifts Dixon Tech, Kaynes, PG Electroplast, and other EMS stocks up to 7%

India’s electronics manufacturing services stocks surged up to 7% in Sunday trading after the government announced an expansion of its Electronics Component Manufacturing Scheme to Rs 40,000 crore, signalling a fresh push to localise production and accelerate semiconductor development. Shares of Indian EMS firms including Dixon Technologies, Kaynes Technology, PG Electroplast, Syrma SGS and Amber […]

EMS valuations, oil plays and Paytm in focus as Sabharwal stays cautious ahead of Budget

As markets head into the Union Budget week, investor attention remains split across electronics manufacturing services (EMS), oil and gas stocks, and select fintech names. In an interaction with ET Now, market expert Sandip Sabharwal struck a cautious note on high-valuation EMS players like Dixon Technologies, while also sharing a more tactical view on oil […]

Samvardhana Motherson unit wins incentives in India’s $2.7 billion electronics push| Business News

Samvardhana Motherson International Ltd. (SAMIL) has secured government incentives to manufacture consumer electronics parts, in what can be seen as diversification by one of India’s auto components manufacturers. India’s Electronic Component Manufacturing Scheme incentivises the domestic production of PCBs, camera modules, and enclosures. (Bloomberg) Motherson Electronic Components Pvt. Ltd., a wholly owned unit, has secured […]