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Mohammed Shoaib

28th Apr 2025 · SEBI-Registered Analyst

Powering Ahead: What to Expect from IT Hardware Stocks in 2025 Part 3

Manufacturing and Investment Highlights Local Manufacturing Boost: Companies like Hewlett Packard Enterprise and Cisco have announced plans to manufacture high-end servers and hardware in India, with investments aimed at strengthening the domestic manufacturing ecosystem. ​ (Source:Mordor Intelligence,***** Dixon Technologies: Aims to capture 10-15% of Lenovo's volume requirements for the Indian market, with plans to manufacture 5-6 lakh laptops and tablets in the next financial year. ​ (Source:Business News Today) Stock Market Outlook Investor Confidence: The combination of government incentives, digital adoption, and manufacturing investments is expected to bolster investor confidence in IT hardware stocks in 2025.​ Global Trends Influence: Positive earnings reports and growth forecasts from global players like Amphenol and IBM may have a ripple effect, influencing investor sentiment towards IT hardware companies worldwide.​ (Source:Investor's Business Daily)

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