EMS Limited has announced that its Board of Directors will meet on February 13, 2026, to review and approve the company's quarterly financial performance. The meeting will focus on the standalone and consolidated unaudited financial results for the third quarter and nine months ended December 31, 2025.

Board Meeting Details

The board meeting has been scheduled in accordance with Regulation 29 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The announcement was made through a formal communication to both BSE Limited and National Stock Exchange of India Limited on February 06, 2026.

Trading Window Restrictions

EMS Limited has implemented trading window restrictions as part of its insider trading compliance measures. The company had previously informed stakeholders on December 30, 2025, about the closure of the trading window for designated persons and their immediate relatives.

The trading window closure is designed to prevent insider trading and ensure compliance with regulatory requirements during the period leading up to the financial results announcement.

Company Information

The communication was signed by Ashish Tomar, who serves as the Managing Director and CFO of EMS Limited. The company was formerly known as EMS Infracon Private Limited before its current corporate structure. The announcement maintains the company's commitment to regulatory compliance and transparent disclosure practices in line with stock exchange requirements.

JP Morgan has identified 2026 as a decisive year for India's electronics manufacturing services ( ems ) sector, warning that stocks in this space face a critical "litmus test" following their sharp underperformance throughout 2025. The global brokerage emphasized that any sustained recovery in these shares will now depend entirely on companies' ability to revive their profitability metrics.

Profitability Key to Recovery

According to JP Morgan's analysis, the sector appears to have already priced in most negative factors, creating a foundation for potential recovery. However, the brokerage stressed that companies must now deliver tangible improvements in their financial performance to restore investor confidence.

"Stocks seem to be pricing in most of the negatives and hence for a rally from here on, companies will have to showcase revenue, margin and cash flow numbers for investor confidence to come back," JP Morgan stated in its note to clients.

Stock Performance and Ratings

The EMS sector witnessed significant volatility in 2025, with most stocks experiencing substantial declines. JP Morgan's current positioning across the sector reflects this mixed performance landscape:

The brokerage maintains an overweight stance on Syrma SGS Technology, Kaynes Technologies, and Dixon Technologies, despite the challenging performance of some of these stocks. Meanwhile, it holds neutral positions on Amber Enterprises and Cyient DLM, and remains underweight on Avalon Technologies.

Critical Catalysts for 2026

JP Morgan identified three key triggers that will determine the EMS sector's trajectory in 2026:

• Mobile PLI Scheme Extension: The potential continuation of performance-linked incentives for mobile manufacturing
• ISM 2.0 Rollout: The expected launch of India Semiconductor Mission 2.0
• India-US Trade Progress: Developments in bilateral trade negotiations between India and the United States

These factors are expected to significantly influence the sector's growth prospects and investor sentiment moving forward. The brokerage's analysis suggests that successful navigation of these catalysts, combined with improved operational metrics, will be essential for the sector's recovery and long-term growth trajectory.