Dixon Technologies Ltd — Q4 FY26
Dixon Technologies reported Q4 FY26 revenue of ₹10,520 crore with EBITDA of ₹418 crore and PAT of ₹192 crore, excluding exceptional items.
neutral
medium
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY26
Mobile business margin 2.8-3.2%
Management expects mobile phone business margins to remain in the 2.8-3.2% range over the next 12 months, including PLI benefits.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
Display JV mass production by Q2 FY27
HKC JV display module production to start trials in Q1 FY27 and mass production by Q2 FY27, with initial capacity of 24M units for smartphones.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
Longcheer JV operational by Q2 FY27
Longcheer JV facility of 400,000 sq ft to be operational by Q2 FY27, with initial capacity of 18M units, expanding to IoT and smart glasses.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1