EMS stocks jump 55.3% in 2026 on semiconductor push
In short
Nine EMS stocks have done very well in 2026. Their equal-weighted average return is 55.3% so far this year, versus 1.1% for the Nifty 500 Equal Weighted Index. Seven of the nine stocks are up, and three have climbed more than 100%.
The report says semiconductor policy and government support are helping the sector, but expensive valuations are a worry. It does not say which three stocks have the most buy calls.
What the reporting says
Nine EMS stocks covered by brokerages rose an equal-weighted average 55.3% so far in 2026, with seven posting gains and three more than doubling, according to a publisher summary based on closing prices as of 28 September 2026. The report links the sector’s run to semiconductor push and government support, while warning that valuations are a concern. It does not name the three highest-buy-call stocks in the provided excerpt.
Why it matters
Nine EMS stocks tracked by brokerages rose an equal-weighted average 55.3% in 2026 through 28 September, far ahead of the Nifty 500 Equal Weighted Index at 1.1%. Seven of the nine were positive and three gained over 100%. The report says semiconductor push and government support are driving interest, but also flags valuation risk for investors in the sector. The three stocks with the most buy calls are not named in the provided excerpt.