@Surender sir , Thank you for initiating this review. This industry is now having quite a few players listed in last one year, Avalon is one more player, in addition to the companies you mentioned.
In Q-4’ 23, Kaynes reported best margin. Though the industry margin is moderate, but industry outlook appears – multiyear large growth opportunities.
I find there is a pure design player also – Moschip
Would like to see more review on the EMS companies / industry.
Invested – made a basket.
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