ALFA Finder| Revenue growth | FY26 growth of 26% YoY. |
|---|---|
| Margins | Near-term pressure from PLI expiry; 40-50bps expansion targeted post-component integration. |
| Order book | Robust order book for smartphones and IT hardware. |
| Demand visibility | Improving customer ordering patterns after sluggish Q4. |
| Management confidence | Confident in 15-17% growth for FY27 excluding potential Vivo JV. |
Growth
FY26 revenue up 26% (₹48,893cr); EBITDA up 23% (₹1,887cr); PAT up 20% (₹845cr).
Outlook
Targeting ₹56,000cr revenue in FY27 (excluding Vivo); major capex for display and camera module expansion.
Risks
Memory price inflation, geopolitical tensions, and softer consumer demand impacting smartphone/IT hardware segments.
Earnings Call filed with BSE, 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.