Ankur Sharma · HDFC Life
partialWhen will lighting prices bottom out and demand recover?
the price drop... has kind of bottomed out and stabilized. However, the demand continues to be subdued on the consumer side.
DIXON / Q3-FY24 / claim-ledger
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Dixon Technologies (India) · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Ankur Sharma · HDFC Life
evasiveHow large is export business and can it offset lighting weakness?
we are almost close to certain significant breakthroughs... but what kind of revenues it's going to offer, I'm not in a position to answer that question.
Ankur Sharma · HDFC Life
partialDetails on two new large mobile phone customers?
This is mainly for the Indian market. The first brand... within the top three to four brands in India. The other brand is a very, very large global brand.
Ankur Sharma · HDFC Life
partialRamp-up status for Xiaomi, Itel, Jio, Motorola?
Motorola volumes is very significant... 20%-30% of what we're gonna manufacture is going to be for exports... Xiaomi... production has already started... Jio... consistently producing... Itel... significant production of smartphones is going to start.
Aditya Bhartia · Investec
directHow is mobile phone business structured across facilities?
we are creating a capacity of almost 30 million units... building this 860,000 sq ft factory... will take 2-2.5 years... We'll have to take a call that how much of it is gonna be shifted.
Aditya Bhartia · Investec
directWhy were non-mobile segments soft this quarter?
LED TV... grown 8% in value... semi-automatic washing machine... grown by 35%... smartphones... 246%... feature phones by 1,300%... Wearable... grown by 22%... CC TV... 89%... DVR... 81%... all the other verticals we have grown, except for lighting.
Deepak Krishnan · Kotak
directWill Jio Bharat phone volumes sustain beyond this year?
The Jio Bharat is going to ramp down in a couple of months.
Renu Baid Pugalia · IIFL Securities
directHow will mobile phone margins trend over next 12 months?
the last quarter we have generated an operating margin of 3.2%. I feel we should be in a similar range. There will not be any negative impact. If possible, there might be 10-20 basis points improvement.
Keyur Pandya · ICICI Prudential
directWhat is current production run rate for Xiaomi?
INR 100,000 for Xiaomi.
Girish Achhipalia · Morgan Stanley
directWhat is mobile phone volume guidance for FY25?
We should be somewhere around 25 million.
Shrinidhi Karlekar · HSBC
directWhat is Motorola's global volume and Dixon's share?
Motorola global volumes are almost 40 million-45 million... this year, we should be doing almost 15% of what Motorola does globally... in the coming year should increase to 18%-20%.
Bharat Shah · ASK Investment Managers
partialCan Dixon quadruple business in 4-5 years?
I definitely feel that it's a realistic possibility. I'm not giving any forecast or any numbers, but I think, internally, we're excited about this opportunity.