Dixon preps for life after PLI, fearing hit to margins

 23 Jul 2025 03:41 PM

With the government's production-linked incentive scheme set to end in FY26, the electronics manufacturer is setting up joint ventures and forming partnerships at breakneck speed. Can it keep margins from falling?

No sharp rallies ahead, expect incremental valuation re-rating: Chakri Lokapriya

 23 Jul 2025 12:07 PM

Chakri Lokapriya discusses the impact of US tariffs on IT companies like TCS and HCL Tech, noting weak discretionary demand and sluggish order conversion. Paytm's profitability and margin improvements are highlighted, while Dixon Tech's strong mobile segment drives growth. HAL's potential is acknowledged, but further order conversions are needed to justify valuations.

Dixon Technologies share price gains 2% post Q1 results: Should you buy or sell the stock?

 23 Jul 2025 10:04 AM

Stock Market Today: Dixon Technologies gained more than 2% in the morning trades on Wednesday, post Q1 results that were announced after the market hours on Tuesday. Should you buy or sell the stock?

Dixon Tech: Anticipates Strong Double-Digit Margins For Laptop Parts, With Margin Improvements Expected To Show In Financials From The Second Half Of FY27. 📈💻

 23 Jul 2025 09:06 AM

Dixon Tech: Anticipates Strong Double-Digit Margins For Laptop Parts, With Margin Improvements Expected To Show In Financials From The Second Half Of FY27. 📈💻

Dixon Tech: Sets Total Capex Target Of Rs 1,150-1,200 Cr For FY26, Anticipates Margin Growth Of 120-130 BPS In FY27 Despite PLI Discontinuation. 📈💰

 23 Jul 2025 09:04 AM

Dixon Tech: Sets Total Capex Target Of Rs 1,150-1,200 Cr For FY26, Anticipates Margin Growth Of 120-130 BPS In FY27 Despite PLI Discontinuation. 📈💰

Dixon Tech: Predicts 50% Growth In Refrigerator Business By FY26, With Exports Rising From ₹1,600 Crores To ₹7,000 Crores And Expecting ₹11,000-12,000 Crores In The Same Year. 📈📊

 23 Jul 2025 09:03 AM

Dixon Tech: Predicts 50% Growth In Refrigerator Business By FY26, With Exports Rising From ₹1,600 Crores To ₹7,000 Crores And Expecting ₹11,000-12,000 Crores In The Same Year. 📈📊

Dixon Tech: Expects 15% Volume Growth In Mobile Phones For Q2 FY26 Ahead Of The Festive Season, Aiming To Sell 40-43 Million Units For FY26 (Excluding Vivo Volumes). 📊📱

 23 Jul 2025 09:02 AM

Dixon Tech: Expects 15% Volume Growth In Mobile Phones For Q2 FY26 Ahead Of The Festive Season, Aiming To Sell 40-43 Million Units For FY26 (Excluding Vivo Volumes). 📊📱

Dixon Technologies shares in focus after Q1 profit doubles YoY to Rs 280 crore; revenue jumps 95%

 23 Jul 2025 08:56 AM

Dixon Technologies reported a robust Q1FY26, with net profit surging 100% to ₹280.02 crore and revenue climbing 95% to ₹12,835.66 crore. Motilal Oswal Financial Services reiterated a 'Buy' rating, raising the target price to ₹22,100, anticipating sustainable volume growth and margin improvements driven by mobile segment and PLI scheme benefits. However, the company's net debt has also increased.

Dixon Technologies shares jump 3% after Q1 profit doubles YoY to Rs 280 crore

 23 Jul 2025 08:56 AM

Dixon Technologies reported a robust Q1FY26, with net profit surging 100% to ₹280.02 crore and revenue climbing 95% to ₹12,835.66 crore. Motilal Oswal Financial Services reiterated a 'Buy' rating, raising the target price to ₹22,100, anticipating sustainable volume growth and margin improvements driven by mobile segment and PLI scheme benefits. However, the company's net debt has also increased.

Dixon sees margin boost in FY26, bets big on camera and display units

 22 Jul 2025 09:29 PM

Dixon Technologies expects its operating margins to improve by 120-130 basis points in FY26 and go up even higher in FY27 after a full ramp-up of its new component business, with management expecting to more than compensate for the loss in PLI sops after the scheme ends next year.