Dixon & Syrma Stocks: Budget mein Chip Mission ko ₹40,000 Cr ka Push, Share Price Phir Bhage!

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AuthorVihaan Mehta|Published at:
Dixon & Syrma Stocks: Budget mein Chip Mission ko ₹40,000 Cr ka Push, Share Price Phir Bhage!
Overview

Arre bhaiyo, suno! Union Budget 2026 mein sarkaar ne desh mein chip banane waale sector ko ek bada dhakka diya hai. India Semiconductor Mission 2.0 ke liye paisa badha kar **₹40,000 Crore** kar diya hai. Is news ke aate hi Dixon Technologies aur Syrma SGS Technology ke shares **4%** se bhi zyada bhag gaye.

Budget ka Asar: Chip Mission Hoga Mazboot!

Finance Minister Nirmala Sitharaman ne Budget 2026 mein announce kiya ki 'India Semiconductor Mission 2.0' mein ₹40,000 Crore ka bada outlay rakha gaya hai. Is mission ka focus industry-led research and development aur training centers par rahega. Ye India ko global tech supply chain mein ek bada player banane ki taraf ek aur kadam hai.

Market Reaction: Shares Ne Pakda Speed!

Jaise hi ye khabar aayi, market ne turant reaction diya. Dixon Technologies ka stock 5.5% tak upar bhaga aur ₹11,026 ke intraday high par pahunch gaya. Wahi, Syrma SGS Technology ke shares bhi 4.2% badh kar ₹793.3 ke intraday high par pahunche. Ye rally uss waqt hui jab pichhle teen mahine mein in EMS stocks mein 30% tak ki girawat dekhne ko mili thi.

Aage Kya? Company Ki Strategy Aur Valuation Ka Game

India ka semiconductor market 2030 tak $100 Billion ko paar karne wala hai, jo abhi $45-50 Billion ka hai. Is growth ko pakadne ke liye yeh mission launch hua hai.

Dixon Technologies, jo high-volume manufacturing karti hai, abhi mobile segment mein thodi slowdown dekh rahi hai, lekin woh IT hardware aur dusre segments mein capacity badha rahi hai. Dixon ki market cap lagbhag ₹63,000-65,000 Crore hai aur iska P/E ratio 40-50 ke aas-paas hai.

Syrma SGS Technology ne automotive, medical aur defence jaise high-margin segments mein focus karke achhi resilience dikhai hai. Unki market cap lagbhag ₹14,700 Crore hai aur P/E ratio 50 ke aas-paas hai. December quarter mein Syrma ne revenue growth aur profitability mein sudhar dikhaya tha.

Dono companies ka valuation kaafi high hai. Lekin, sarkaar ka badhta support aur companies ki execution power inke future growth ke liye crucial rahegi.

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