India EMS Sector

[dymanojbabu]

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