“Sudip Bandyopadhyay is bullish on the Electronics Manufacturing Services (EMS) sector, citing the government's Press Note 3 relaxation as a catalyst unlocking capital and valuations. He recommends Dixon Technologies as a buy at current levels, anticipating a re-rating with potential institutional analyst coverage, and notes Cyient DLM's 50-60x PE is justified by 20-40% annual growth expectations.”

Sudip Bandyopadhyay’s track record: 8 graded calls · 95% CI 14–69%