Shares of Dixon Technologies India and Amber Enterprises India are in focus on Sunday, February 1, after a key policy announcement in Union Budget 2026 aimed at strengthening India’s electronics supply chain.
While presenting the Union Budget, Nirmala Sitharaman said the government will roll out an electronics components manufacturing plan with an outlay of Rs 400 billion. The announcement signals a renewed push to deepen domestic value addition and reduce import dependence in the electronics ecosystem.
The proposed outlay is expected to support component-level manufacturing across segments such as consumer electronics, appliances, and related sub-assemblies. Companies like Dixon Technologies and Amber Enterprises, which already have a strong presence in electronics manufacturing and contract production, are seen as potential beneficiaries of such policy support.
The finance minister’s statement aligns with the broader objective of strengthening manufacturing capabilities under the government’s long-term industrial strategy, with a focus on scale, competitiveness, and supply-chain resilience.
Further details on the structure, incentives, and eligibility criteria of the electronics components manufacturing plan are expected to emerge as Budget documents and subsequent policy notifications are released.
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