India, April 11 -- The Electronic Manufacturing Services (EMS) sector is expected to see strong Q4FY26 growth driven by robust order execution and rising demand in automotive, industrial, and clean energy segments. Despite mild margin pressure from commodity costs and currency depreciation, the sector outlook remains positive with strong order inflow and focus on high-margin businesses.

Prabhudas Lilladher remains positive on the EMS sector, expecting 26.6 percent YoY revenue growth, 20.5 percent EBITDA growth, and 26 percent PAT growth in Q4FY26, Strong order books, cost rationalization, and higher-margin segments are expected to support sustained earnings growth in the coming quarters.

Revenue Momentum Intact, Margins Soft EMS compa...