I just want to put it out there. Is any one looking into India EMS sector. There is huge push from India government thru PLI schemes for Electronics manufacturing, Electronics components manufacturing, Semiconductors.
I was checking on few EMS companies. very promising with 20%+ revenues CAGR
avalon
Dixion
Kaynes
Amber
Syrma sgs
Let me know your thoughts?
https://economictimes.indiatimes.com/markets/expert-view/ems-roars-with-30-growth-amber-and-syrma-lead-charge-as-margins-expand-says-praveen-sahay/articleshow/128246954.cms?from=mdr