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
67%
Numeric claims
2
Consistency
contradicted
Question ledger
Aditya Bhartia · Investec
partialThe specific component that we are pursuing vigorously is display module for a smartphone's. We are targeting in phase one to create a capacity of almost 25 million in the Delhi NCR area. The CapEx in this is going to be almost $30 million without land and building.
Aditya Bhartia · Investec
evasiveSo that is what we are pursuing. We are going to be setting up a campus, a new campus, in which the non-consumer side of PCBA will be housed inside. That RFQ is being pursued, and we are very optimistic that we're going to secure the business.
Aditya Bhartia · Investec
evasiveI think Ismartu is extremely positive, strategic acquisition for us, and it's a larger relationship, which goes for years and years. We are pursuing those kind of relationships. Let's see where we reach, but we'll keep updating you.
Ankur Sharma · HDFC Life
directWe are already at 2.3 million a month... I feel that this year itself, we should be somewhere around 28-30 million. Samsung would be over 10 million. But without Samsung, we should be at somewhere around 28 million.
Ankur Sharma · HDFC Life
directOn LED TVs, our volumes was around 3 million. LED bulbs, 94 million. Ceilings, 20 million. Downlights, 2.5 million. Semi-automatic washing machine was 1.7 million. Smartphones, excluding Samsung, was around 6.5 million. Feature phone was 38 million. Samsung smartphone was around 8.6 million.
Deepak Krishnan · Kotak Institutional Equities
directWe have got a large FX income in this quarter for exchange gain of almost 10-odd crore, and then INR 6-7 crore to INR 8 crore is the sum of the liabilities which have been written back. PLI income for the full year is around INR 70 odd crores across four PLIs.
Girish Achhipalia · Morgan Stanley
directLast year, there was a INR 275 crore working capital positive change... If exclude that INR 276 crore, we are talking about INR 450 crore of cash flow, which got generated last year. That INR 450 crore has actually gone up to INR 580 crore.
Girish Achhipalia · Morgan Stanley
partialOne of the numbers we have is the $30 million on the mobile display. This in itself is to INR 40-odd crore. Then there are certain committed CapEx under the PLI... I think so it should be lower than the current financial year of INR 570-odd crore.
Mayur Patel · 360 ONE Asset
partialIn television, we are doing backward integration, migrating to JDM/ODM, expanding product portfolio. In lighting, we are entering professional lighting, new customer acquisition. I see an improvement in the order book in the current quarter. Hopefully, it should keep improving.
Pulkit Patni · Goldman Sachs
directThey give a quarterly breakup of their expected requirements. Is that cast in stone? No. Can there be a variability to it? Yes. But largely, what they share, it's broadly in that range, there can be a variability of 10%-15%.
Pulkit Patni · Goldman Sachs
partialThe new customer acquisitions are better margins. So let's see how it emerges. That's the number that Saurabh has given you on the basis of his internal calculations.
Abhineet Anand · 3P Investment Managers
directMobile segment will be around INR 52 crore.
