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Reading about an industry that itself is poised to grow 4x in 5 years and exports to grow 8x in 5 years - Electronics and Electronics Manufacturing Services (EMS).
A. Electronics:
Top 3 categories of exports: mobile phones, engine control units and industrial machinery. I see good opportunities in the latter two. For mobile phone, companies like $Dixon Technologies (India) Ltd , $PG Electroplast Ltd are discovered and priced steeply now.
Names to study:
1. $Samvardhana Motherson International Ltd - considered only Auto comps play, but has undergone a major restructuring & I see them becoming a behemoth. Read their FY21 Annual Report.
B. EMS
This is where I see untapped opportunities. One name to study is $Cyient Ltd which is into ODM and Design Led Manufacturing.
Source: Read DRHP (link in comment) of #bharatfih a Foxconn Group company, and the largest EMS player in India.
A. Electronics:
Top 3 categories of exports: mobile phones, engine control units and industrial machinery. I see good opportunities in the latter two. For mobile phone, companies like $Dixon Technologies (India) Ltd , $PG Electroplast Ltd are discovered and priced steeply now.
Names to study:
1. $Samvardhana Motherson International Ltd - considered only Auto comps play, but has undergone a major restructuring & I see them becoming a behemoth. Read their FY21 Annual Report.
B. EMS
This is where I see untapped opportunities. One name to study is $Cyient Ltd which is into ODM and Design Led Manufacturing.
Source: Read DRHP (link in comment) of #bharatfih a Foxconn Group company, and the largest EMS player in India.
