A Trader's Guide To "G" Day | Positioning For "Next-Generation GST Reforms"
​The 56th GST Council Meeting in New Delhi aims to bring next-generation reforms as a "Diwali gift" for consumers, but market indicators suggest a...
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Thematic Report- India EMS: Record Order Books, Fractured Quarters
​Indian EMS companies are experiencing strong revenue growth and operating profit expansion in Q4FY26, but face earnings volatility due to memory...
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Primer: Dixon Technologies India Ltd (DIXON IN) - Feb 2026
Dixon Technologies is a premier Indian Electronics Manufacturing Services (EMS) provider, well-positioned to capitalize on favorable government...
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The Beat Ideas: Dixon Technologies ~ Revival or Ruin?
​Dixon Technologies India Ltd, India's largest EMS player, sees strong growth from PLI schemes and China+1 strategy despite recent stock correction...
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Electronics Manufacturing Services: India EMS: scaling into a multi‑year upcycle
The sector delivered a robust 24% revenue CAGR over FY19–24, with growth expected to accelerate further to 27% CAGR over FY24–29E
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