Why Electronics Manufacturing is a tough business | The Daily Brief Hindi
Автор: Markets by Zerodha Hindi
Загружено: 2026-01-13
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In this video we cover:
India’s EMS Industry Explained: Growth, Challenges & the PLI Impact
India’s electronics exports have grown nearly eightfold in the last decade, driven largely by the rapid rise of Electronics Manufacturing Services (EMS) companies. This video explains how the EMS business works, where it sits in the global electronics value chain, and why Indian players like Dixon and others are facing a temporary slowdown despite long-term growth. It also breaks down the role of scale, thin margins, working capital risks, and how the government’s PLI scheme transformed the sector—and why its expiry could be a turning point for India’s EMS ambitions.
Timestamps
00:00 Intro
01:16 What is EMS Business?
04:36 How EMS Business works?
10:22 EMS Ambition of India
13:08 Outro
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