ALFA Finder| Revenue growth | FY26 revenue up 26% YoY to ₹48,893 crore. |
|---|---|
| Margins | Pressure from PLI expiration; looking to offset via component manufacturing. |
| Order book | Robust order book for smartphones and IT hardware segments. |
| Demand visibility | Soft consumer demand in Q4; improvement expected in FY27. |
| Management confidence | Cautiously optimistic; focusing on backward integration to protect margins. |
Growth
FY26 Revenue grew 26%, PAT 20%. Growth led by telecom and washing machines, offset by flat mobile volumes.
Outlook
Targeting ₹56,000cr revenue in FY27 excluding Vivo; SSD manufacturing starting Q2 FY27; mobile exports starting soon.
Risks
Input cost inflation in memory chips and semiconductors squeezing margins; high client concentration risk in mobile JV.
Earnings Call filed with NSE, NSE: DIXON. Summary written with AI assistance from the document.
Dixon Technologies (India) Ltd: key numbers
- Share price
- ₹12,919.00
- Market cap
- ₹79,075 Cr
- Revenue (annual)
- ₹48,873 Cr
- Net profit (annual)
- ₹1,439 Cr
- P/E (TTM)
- 51.0×Sector 44.3×
- Promoter holding
- 28.50%-0.05% QoQ
- FII holding
- 18.96%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dixon Technologies (India) Ltd
All →Dixon Technologies (India) Employee Stock Options
Dixon Technologies allotted 37,750 equity shares on 5 November 2026 under its ESOP 2020 scheme. Paid-up share capital rises accordingly.
Dixon Technologies (India) Other Announcement
Dixon Technologies informed exchanges that its RTA, KFin Technologies, moves its corporate office from 1 December 2026. The registered office remains unchanged.
Dixon Technologies (India) Management Change
Dixon Technologies appointed Prithvi Vachani as Additional Director (Executive Director) for 60 months, effective 30 October 2026. He is the son of Executive Chairman Sunil Vachani.
- Execution
- 60 months
Dixon Technologies (India) Earnings Call Transcript: Key Takeaways
Dixon reported explosive revenue growth driven by memory price pass-throughs and IT hardware scale-up, though mobile margins are under temporary pressure from memory costs and PLI transition.
Dixon Technologies (India) Q2 FY27 Results: Net Profit ₹410.9 Cr, Down 44.9% YoY
Dixon Technologies (India) Ltd reported revenue from operations of ₹21,794 Cr (+46.7% YoY) and net profit of ₹410.9 Cr (-44.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹410.9 Cr · -44.9% YoY
Dixon Technologies (India) Board Meeting Date
Dixon Technologies will hold a board meeting on 30 October 2026 to consider unaudited standalone and consolidated results for the quarter and half year ended September 2026. The trading window closed from 1 October 2026.