** Shares of electronic manufacturing services (EMS) cos up between 0.6% and 7.2%

** Dixon Technologies DIXO.NS leads the pack; shares up 7.2% at 14,635 rupees

** Cyient DLM CYIT.NS up 2,75% at 553.3 rupees and Kaynes Technology KAYN.NS up 2.7% at 3,425 rupees

** Syrma SGS Technology SYRM.NS up 1.5% at 1,425 rupees, Amber Enterprises AMBE.NS up 0.6% at 7,896.5 rupees

** India government approves 625 billion rupee mobile manufacturing scheme to boost production and global competitiveness

** Expands key semiconductor programme with ​fresh capital of 1.28 trillion rupees ($13.30 billion)

** Motilal Oswal believes both these initiatives enhance supply chain resilience and position India as global electronics hub

** Mobile scheme to improve margins and customer stickiness, particularly benefiting DIXO - Motilal

** JP Morgan echoes view; says DIXO stands to benefit most , forecasts 4-5 million export volume upside

($1 = 96.2200 Indian rupees)