Macquarie Flags Dixon as PLI 2.0 Top Pick, Amber as Sleeper Re-Rating Bet

Macquarie names Dixon Technologies the clearest beneficiary of India's mobile PLI 2.0 on OEM scale and value-add depth, while flagging Amber Enterprises as an under-the-radar component-diversification play the market may not have priced in.

ndtv-profit-business · 7/16/2026, 2:47:45 AM · Ask about this →