Make In India To Make For World: Stocks To Watch In 2026

Manufacturing is emerging as a key investment theme for 2026, aligned with India’s ambition to become a global manufacturing hub under the “Make in India, Make for the World” vision. The focus is on companies positioned to benefit from global brands shifting production to India. Dixon Technologies, a leader in the electronics manufacturing services (EMS) space, stands out despite recent price corrections. Strong management, growing outsourcing demand from global brands and improving quarterly performance support its outlook. The second pick is Hindustan Aeronautics Limited (HAL), a PSU defence major that could gain from rising defence manufacturing and potential joint ventures, including discussions around aircraft production in India. Together, Dixon and HAL offer exposure to India’s manufacturing push - from consumer electronics to defence - making them compelling long-term bets for 2026.