thanks for the insights, sir!
I believe that since Indian PCB manufacturers aren’t currently keeping pace with EMS demand, companies like B C C Fuba, which have established capabilities, could benefit from the supply gap by ramping up production. The reliance on imports from China creates a space for domestic manufacturers to grow if they can scale efficiently.
The gradual shift toward local PCB manufacturing, aided by government incentives, suggests a positive medium-term outlook. If B C C Fuba continues to invest in increasing capacity and modernizing its processes, it could capture a larger share of the growing demand, especially as EMS companies develop further capabilities and shift to local sourcing.
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