📊Executive Summary

In 2026, India's top electronics companies are shifting focus from low-value assembly to strategic acquisitions in high-margin components like sensors and circuits. This move aims to enhance profitability and restore investor confidence following a challenging 2025. The leading firms, including Tata Electronics and Dixon Technologies, are expected to invest significantly in acquiring smaller companies specializing in niche electronics, with projected revenue growth from ₹1.22 trillion to ₹1.6 trillion in FY26. This strategic pivot reflects a broader trend in the Indian electronics sector towards higher-value offerings and increased competitiveness in the global market....