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Earnings Call

Dixon Technologies (India) Earnings Call: Key Takeaways

Dixon reported strong FY26 consolidated revenue of ₹49,586 Cr (+28% YoY) and PAT of ₹1,644 Cr (+33% YoY). Focus remains on scaling Mobile EMS and improving operational efficiencies.

Why this was an Alfa AlertNot a filter event. Results are largely in line with historical performance without explicit guidance beat confirmation.
Highlights
Revenue growth28% YoY for FY26 consolidated.
MarginsFY26 EBITDA margin improved 140 bps to 5.3% (reported).
Demand visibilityStrong momentum in Mobile and Other EMS divisions.
Management confidenceHigh, given 34% growth in core Mobile segment.

Growth

FY26 Revenue grew 28% YoY; EBITDA increased 69% to ₹2,580 Cr; PAT (After NCI) rose 31% to ₹1,439 Cr.

Outlook

Mobile segment revenue grew 34% in FY26; management focusing on high-volume EMS execution and new joint ventures.

Risks

Q4 standalone PBT and PAT margins saw sharp declines of 210bps and 170bps respectively.

Source

Earnings Call filed with NSE, NSE: DIXON. Summary written with AI assistance from the document.

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Dixon Technologies (India) Ltd: key numbers

Share price
₹13,390.00
Market cap
₹81,907 Cr
Revenue (annual)
₹48,873 Cr
Net profit (annual)
₹1,439 Cr
P/E (TTM)
43.6×Sector 45.9×
Promoter holding
28.55%-0.13% QoQ
FII holding
17.87%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Acquisition

Dixon Technologies (India) Acquisition Worth ₹2.55 Cr

Dixon Technologies acquired a 51% stake in Adivistar Electronics India for ₹2.55 Crore, enhancing its smartphone manufacturing footprint in the Indian ecosystem.

Value
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Merger & Restructuring

Dixon Technologies (India) Merger & Restructuring Worth ₹2.55 Cr

Dixon Technologies incorporated a new subsidiary, Adivistar Electronics India Private Limited, investing Rs. 2.55 Crore for a 51% equity stake.

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Other Announcement

Dixon Technologies (India) Other Announcement

Dixon Technologies disclosed an independent ESG rating of 67 by SEBI-registered ERP Niche Ninety Nine. No transaction or board decision is involved.

19:05 IST BSE
Employee Stock Options

Dixon Technologies (India) Employee Stock Options

Dixon Technologies (India) Limited allotted 28,455 equity shares following the exercise of employee stock options. This issuance increases the company's paid-up share capital.