Dixon Technologies · 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
83%
Numeric claims
9
Consistency
contradicted
Question ledger
Pankashar · Ikida yat manager
partialWe have closed at almost 32 million. In the current fiscal we feel that the overall volumes without Vivo is going to be almost similar. ... As far as D2O is concerned, we're deeply engaged with the government. ... if it comes, on an annualized basis 6-7% of what we were selling ... 20-22 million units can be added.
Adita Bhya · Investor
directObviously there is a margin pressure because the PLI going away. A part of it is getting compensated through enhanced operational efficiency and the balance part of it is going to start kicking in with backward integration piece of camera modules and display.
Adita Bhya · Investor
partialWe have already taken a very senior resource at the level of president... five microverticals have been identified... the combined opportunities which come in are going to be at least scalable to the size of 3 to 4,000 crores with significantly higher operating margins.
Adita Bhya · Investor
directStarting with feature phones with iMesmart, the smartphone exports is also going to be initiated. The Motorola relationship for exports is going to get a flip after PLI2. At present these are the two relationships which are going to mature into exports.
Sadha · Namura
directIt's the volume growth you're talking about. Volume growth. And that both the pricing growth will also happen and the volume growth will also happen.
Sadha · Namura
directIn the last fiscal the export was approximately 5,375 crores. ... The export of 4 to 5 million will be over and on top of the number which we are planning for in the next year.
Unnamed (from CLSA) · CLSA
partialThere is a significant potential for exports. ... we need to work upon getting a larger share of market of existing brands. ... bringing in one more acquisition of a large customer. The kind of ramp-up growth that Dixon has had is not going to be the same level but growth will be there.
Kandam · ICIC Prudential Life Insurance
directIn our case what we are pursuing is a larger share of the customer's wallet, how many new project wins we are having, and with those project wins we are fairly confident that they'll sustain the volumes.
Bharata · BCS Capital Ideas
directIn EMS services sector the biggest opportunity pool was and is mobile. ... I humbly admit where possibly we have missed out is on the high margin category of industrial EMS. So yes possibly I should have tried it two years back.
Bharata · BCS Capital Ideas
partialNext year we're targeting almost 56,000 crores without the Vivo numbers and mobile volume being flat. ... The margin profile will be slightly under pressure this year because PLI has gone off. ... overall profit will rise compared to last year.
Achar · Noama Institution
directNo, no, no, no. This is not including exports. ... For FY26, 33 million smartphones and that includes exports? No, that is largely domestic.
Achar · Noama Institution
directThe total PLI income which has been booked across the four PLI schemes is around 360 odd crores. ... the overall receivable balance will be closer to 1380. ... 360 gross, 960 is the pass on, the difference is the net.
