Dixon Technologies (India) · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
79%
Numeric claims
5
Consistency
contradicted
Question ledger
Sanidhya · Unicorn Assets
directThe addressable market for IT products is almost $10 billion... We aspire... almost INR 47,000 crore-INR 48,000 crore of revenue in six years... start with a touch around INR 3,500 crore-INR 4,000 crore... capacity is going to be almost 1.5 million units per year... CapEx... somewhere in the range of around INR 150 crore.
Deepak Krishnan · Kotak Institutional Equities
directThis quarter we have booked almost INR 40-odd crore as PLI incentive for mobile users... last year... it would be somewhere around INR 4 crore-INR 5 crore maybe last year.
Deepak Krishnan · Kotak Institutional Equities
partialExcluding Samsung, we did almost INR 41 lakhs, 4.1 million. And Samsung was around 11-odd lakhs, sorry, 1.1 million. Feature phones was around 6.6 million.
Natasha Jain · Nirmal Bang
directThe reduction in margin is 0.4%. It has gone down from 11% last year to 10.6%... because the freight increases... the Red Sea crisis... time taken for passing on any increase to the customer.
Natasha Jain · Nirmal Bang
partialA lot of operational corrections and also expansion of product mix has already happened... Is it going to be hugely margin accretive? No, it's going to be accretion on a positive side.
Bhoomika Nair · DAM Capital Advisors
partialSometime in end of this fiscal or Q1 of the next fiscal, we should start rolling out the production. In phase one, it's going to be 2 million units a month... first year revenue is slightly difficult to state... from year two, it's going to be good, extremely good margin accredited product.
Aditya Bhartia · Investec
directOn the LED TV side, the market has been extremely slow. There is a decline in volume by almost 17%... As far as the refrigerator is concerned, it's only the ramp-up phase... operating margins are going to be in the range of around 8%-9%.
Indrajit Agarwal · CLSA
directWe should be, in the next couple of years, reaching around 45 million-50 million units... growth engine is going to come through participation in the component ecosystem and IT products.
Aniruddha Joshi · ICICI Securities
partialWe have not been given guidance now for almost two years... we are resisting from giving any guidance... margin-wise... somewhere around 4% level. It's in the similar range. So 3.9%-4% kind of level.
Arpit Shah · Stallion Asset
partialIsmartu did almost INR 8,200 crore of revenues and INR 320 crore-INR 325 crore of EBITDA... PBT of INR 280-odd crore... They typically sell... around 1.2 million feature phones a month and 0.7 million-0.8 million kind of a 0.7 million kind of a smartphones per month.
Girish Achhipalia · Morgan Stanley
directIn display module... EBITDA margins are significantly higher, and they are in double digits, mid double digits... asset turns are higher. On the mechanical component side... asset turnovers are going to be somewhere in the range of 1:3 or 1:4. EBITDA margins are going to be closer to almost double digits.
Abhishek Ghosh · DSP Mutual Funds
directLG TV, we sold around INR 5.9 lakhs. Washing machine and semi-automatic was around INR 4.3 lakhs. Fully automatic was INR 0.5 lakhs. On the lighting side, we sold almost INR 3 crore LED bulbs and INR 60 lakhs battens and INR 29 lakhs downlighters.
