Budget 2026: Rs 40,000 crore electronics component outlay lifts Dixon Tech, Kaynes, PG Electroplast, and other EMS stocks up to 7%

February 1, 2026

Semiconductor Stocks: Electronics manufacturing services stocks rallied after the government raised the Electronics Component Manufacturing Scheme outlay to Rs 40,000 crore in Budget 2026. Dixon Technologies, Kaynes Technology, PG Electroplast and peers gained as investors priced in higher domestic demand, stronger incentives and long term semiconductor manufacturing growth.

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