Electronics stocks need a spark of profit for D-St vibe

January 9, 2026

JP Morgan anticipates 2026 will be a crucial year for India’s electronics manufacturing services (EMS) sector, with stocks facing a significant test after underperforming in 2025. A sustained recovery for these shares will depend on companies demonstrating improved profitability, with key triggers including the extension of the mobile PLI scheme and the rollout of ISM 2.0.

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On Thursday, BSE shares fell by 1.5%, coinciding with NSE’s much-anticipated market debut after a lengthy IPO process. The initial response from analysts was varied;

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IFCI, New India Assurance, other stocks drop up to 3% as NSE makes a muted market debut. What to expect?

On Thursday, shares of IFCI, New India Assurance Company, and General Insurance Corporation fell up to 3%. The National Stock Exchange listed with less than

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