Dixon, Amber, Syrma: Harshit Kapadia on why India's EMS sector is back on the radar & which stocks to buy now (opens original article in a new tab)

India's EMS sector is experiencing significant growth driven by supply chain shifts, cost advantages, and government policies, with key opportunities in Dixon's Vivo partnership and Syrma's Kaga JV, according to Harshit Kapadia of Elara Securities.

• India's EMS sector grew from $10B to $40B in 5 years
• Dixon's Vivo deal could generate ₹5,000 crore in FY27 and ₹10,000 crore in FY28
• Syrma's Kaga JV could boost growth to 40-50% with better margins