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Electronics manufacturing ladder2 of 4 · the map

EMS stocks in India, side by side

Five companies. Which markets each one builds for, and how much of it there is. Every figure from a filing; every description drawn from what the company says about itself on its own page here.

Where the electronics end up — five markets, left to right
Phones & computersSmartphones, laptops and IT hardware
Appliances & TVsAir conditioners, washing machines, refrigerators, televisions, lighting
AutomotiveElectronics that go into vehicles
Industrial & medicalFactory equipment and hospital devices
Rail, aerospace & defenceTrains, metros, aircraft, satellites and defence systems
Who builds for whom — taller means more FY26 revenue

Tap or click a row for the company. Bar height follows the square root of revenue, so the smallest company stays visible next to one many times its size; the exact figures are on the right. Markets come from what each company names in its own answer on this site; a market it does not name is left dark even if its electronics plausibly reach it. Amber’s electronics division names no end market, so it counts in the revenue and is named in the line beneath.

The same 5, in numbers
Co.Rev ₹crEBITDA margin5-yr growthP/ECash per ₹ profit
Dixon48,8734%50%54×₹1.21
Amber12,1867%32%128×₹3.46
PG Electroplast5,2887%50%74×₹0.29
Syrma4,81911%40%104×₹0.60
Kaynes3,62616%54%60×₹-0.71

¹ Blank where the company made a loss in FY26, so the ratio has no meaning, or where the history is too short. Growth is the five-year revenue CAGR to FY26. Cash per ₹ of profit is three years of operating cash flow over three years of profit.

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A sector, read end to end, and the companies as they are published. Roughly monthly. Nothing else, and one click to stop.

Not advice. No target prices, no ratings. Revenue, margins and multiples are FY26 figures from the annual accounts and the exchange’s price file; they move when results are loaded.