| 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
- ₹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.
More from Dixon Technologies (India) Ltd
All →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
- ₹2.55 Cr
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.
- Value
- ₹2.55 Cr
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.
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.
Dixon Technologies (India) Earnings Call Transcript: Key Takeaways
Dixon reported massive revenue growth driven by mobile and IT hardware, though margins face temporary compression due to PLI-1 expiry and rising input costs.
Dixon Technologies (India) Q1 FY27 Results: Net Profit ₹717.8 Cr, Up 156.4% YoY
Dixon Technologies (India) Ltd reported revenue from operations of ₹15,548 Cr (+21.1% YoY) and net profit of ₹717.8 Cr (+156.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹717.8 Cr · +156.4% YoY