Executive Summary
Dixon Technologies( BSE: 540699 NSE: DIXON ) emerges as a pivotal player in India’s electronic manufacturing services (EMS) landscape, demonstrating remarkable growth and strategic positioning across multiple high-potential verticals. With a market capitalization of ₹1,13,125 Cr. and aggressive expansion plans, the company represents a compelling investment opportunity in the Indian electronics manufacturing ecosystem.
Key Financial Metrics
- Market Cap: ₹1,13,125 Cr.
- Sales Growth (YoY): 102%
- Profit Growth (YoY): 82.6%
- Return on Equity: 24.7%
Strategic Verticals
- Mobile & EMS: ₹9,444 Cr.
- Consumer Electronics: ₹1,413 Cr.
- Home Appliances: ₹444 Cr.
Investment Thesis
Dixon Technologies represents a compelling investment in India’s electronic manufacturing transformation, driven by leadership in Electronic Manufacturing Services, a diversified product portfolio, strong government support, and an extensive global partnership ecosystem.
Recommendation
Strong BUY
3-5 Year Investment Horizon
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