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Dixon Technologies is one of India’s most iconic manufacturing success stories and few leaders embody India’s electronics revolution as deeply as Mr. Sunil Vachani. In this conversation with Dr. Ajay Kumar at the Singularity Summit 2025, Mr. Vachani shares the playbook behind building one of India’s largest EMS companies and how India can truly become a global manufacturing hub. Here are the key insights that strongly validate our investment thesis on India’s manufacturing scale-up: "Why mindset" across govt, industry, and teams is the biggest barrier in scaling manufacturing How “Make in India” shifted organisational focus and unlocked execution velocity The pivotal decision that changed Dixon’s trajectory: choosing EMS over its profitable brand business Why empowerment, ownership, and divisional entrepreneurship built Dixon’s execution engine How Dixon set up mega factories in record time and became the fastest PLI achiever India’s emerging opportunity in IT hardware, laptops and backward integration Why automotive electronics, displays, and strategic components are India’s next leap How global re-alignment (US–China tariffs) became India’s largest manufacturing opportunity The long-term path to deeper value-addition through components and ecosystems This conversation reveals why India’s electronics story is still in its early innings and why companies like Dixon are positioned to become global category leaders. #SingularitySummit2025 #SingularityAMC #DixonTechnologies #SunilVachani #AjayKumar #MakeInIndia #ElectronicsManufacturing #StrategicAutonomy #ManufacturingScale #InvestmentThesis