Archive · 22 Jul 2026
Motilal Oswal Bets on 3 EMS Stocks
Motilal Oswal, a brokerage firm, thinks that three companies—Dixon Technologies, Cyient DLM, and Syrma SGS Technology—are good investments in the electronics manufacturing services (EMS) sector.
The Indian government has new plans to help make more electronics in India, which could make these companies do better.
The government has a big budget for this and expects to create a lot of jobs.
Motilal Oswal also thinks that Dixon Technologies and Amber Enterprises will get benefits from a special scheme for making mobile phones in India.
This scheme will run for several years and will help companies make more money and keep their customers happy.
Motilal Oswal identifies Dixon Technologies, Cyient DLM, and Syrma SGS Technology as preferred stocks in the EMS sector.
The Indian government's Semicon 2.0 and Mobile Phone Manufacturing Scheme aim to strengthen the domestic semiconductor ecosystem.
The Mobile Phone Manufacturing Scheme has a budget of Rs62,500 crore and will run from Financial Year 2027 to Financial Year 2031.
The scheme expects to achieve production worth Rs39,00,000 crore and create 60,000 direct jobs.
Motilal Oswal expects Dixon Technologies and Amber Enterprises to participate in the Mobile Phone Manufacturing Scheme.
- Who
- Motilal Oswal, Dixon Technologies, Cyient DLM, Syrma SGS Technology, Amber Enterprises
- What
- Motilal Oswal identifies preferred stocks in the EMS sector and expects benefits from government schemes.
- When
- The Mobile Phone Manufacturing Scheme will run from Financial Year 2027 to Financial Year 2031.
- Where
- India
- Why
- To strengthen the domestic semiconductor ecosystem and encourage investments across the value chain.
Positive Outlook
Cautious Approach
Investment Potential
Positive Outlook
Motilal Oswal sees significant growth potential in the EMS sector due to government incentives.
Cautious Approach
Some investors may remain cautious due to the long-term nature of the semiconductor ecosystem development.
- Brokerage Firm
- Motilal Oswal
- Preferred Stocks
- Dixon Technologies, Cyient DLM, Syrma SGS Technology
- Government Schemes
- Semicon 2.0, Mobile Phone Manufacturing Scheme
- Scheme Duration
- Financial Year 2027 to Financial Year 2031
- Budgetary Outlay
- Rs62,500 crore
- Expected Production
- Rs39,00,000 crore
- Expected Jobs
- 60,000 direct jobs