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JPMorgan recommends this stock to play the EMS theme and its not Dixon Tech
Barring Dixon, JPMorgan expects every stock within this sector to deliver 20% revenue growth over financial year 2026-2028.

Enviro Infra Engineers shares gain 10% after winning order worth ₹411 crore in Bihar
Stocks like Enviro Infra, Shakti Pumps, EMS, and their peers have been in focus since Wednesday, after the Union Cabinet extended the duration of the Jal Jeevan Mission till 2028, and also increased the allocation towards the scheme.

Explained — How the US-Iran war in West Asia can impact the auto and EMS companies
Shares of Syrma SGS are down up to 8%, while those of Dixon Tech are at a multi-year low, falling below the ₹10,000 per share mark yet again with today's 3.5% fall.
EMS sector at risk amid memory price surge; CLSA cuts Dixon Tech to Hold
CLSA downgraded Dixon Technologies to 'Hold' from 'Outperform', cutting its target price to ₹12,100 from ₹15,880 per share

Buzzing Stocks: Manappuram, KEI, Jindal Stainless fall post-Q4 results; EMS jumps 6% on order win
EMS share price gained 6 percent after company secured a new order worth ₹143.79 crore from Uttar Pradesh Jal Nigam, Varanasi.

Syrma SGS Tech shares rise 3% on announcing JV with Japanese firm for EMS facility

Stocks to Watch Today: Orchid Pharma, HCL Tech, EMS, Silver Touch, Knack Packaging, Ganesh Infraworld, IdeaForge, Embassy Developments in focus on 8 July
Stocks to Watch, 8 July: Stocks like Embassy Developments, InterGlobe Aviation, SpiceJet, Ganesh Infraworld, IdeaForge Technology, HCL Technologies, Silver Touch Technologies, EMS, 3i Infotech, Restaurant Brands Asia, IOL Chemicals and Pharmaceuticals, Cochin Shipyard, and Knack Packaging will be in focus on July 8.

Weekly Tactical Pick: Does the correction in this EMS stock open up an opportunity?
Margin concerns trigger sell-off, but cooling demand recovery and electronics momentum keep the structural story intact

Stocks to Watch Today: Creative Newtech, HG Infra, Merritronix, EMS, Alembic Pharma, Adani Enterprises, Adani Energy in focus on 08 June
Stocks to Watch, 08 Jun: Stocks like Creative Newtech, HG Infra, Merritronix, EMS, Alembic Pharma, Adani Enterprises, and Adani Energy Solutios will aso be in focus on June 8.

Dixon Tech shares rise up to 6% as Investec sees strong earnings growth from H2FY27
Investec said higher mobile exports and the company's speciality EMS acquisition could lead to further upgrades in earnings estimates.

Buzzing Stocks: EMS, Creative Newtech rally on order wins; ZEE gains ahead of board meeting
Shares of EMS added 13 percent after company received the lowest bidder (L-1) status awarded by UP Jal Nigam (Urban), Varanasi for construction work. The estimated order value is approximately Rs 102.8 crore.