The Rise of Smart Home Devices & Related Stocks

Smart Homes = Smarter Portfolios

– Voice assistants, smart bulbs, smart ACs on the rise
– Affordable pricing = middle-class adoption
– Urbanization + work-from-home boosts usage

Stocks Benefiting from Smart Device Growth

– Dixon Technologies – OEM for smart TVs, devices
– Polycab / Havells – Smart lighting & electrical solutions
Tata Elxsi – Software + IoT design for smart home systems

Why This Sector Has Potential

– Multi-device households = higher replacement cycles
– Smart meters & energy efficiency policies in play
– Integration with mobile + voice tech expands TAM

Risks in Smart Home Tech

– Imported components = FX risk
– Compatibility & privacy concerns slow adoption
– Rural markets still underpenetrated

Investment Insights

– Focus on 2–3 year horizon
– Buy low, wait for re-rating