Discover and read the best of Twitter Threads about #DixonTechnologies
Most recents (4)
#results #earnings #Q3FY22
#KotakMahindraBank #Larsen&Toubro #DrReddy’sLabs #BritanniaIndustries #Vedanta #Marico #3iInfotech #AptusValueHousingFinance #ArvindSmartSpaces #AsahiIndiaGlass #Atul #AUSmallFinanceBank #BajajHealthcare #BharatElectronics #BlueDartExpress
#KotakMahindraBank #Larsen&Toubro #DrReddy’sLabs #BritanniaIndustries #Vedanta #Marico #3iInfotech #AptusValueHousingFinance #ArvindSmartSpaces #AsahiIndiaGlass #Atul #AUSmallFinanceBank #BajajHealthcare #BharatElectronics #BlueDartExpress
#Dixon key beneficiary of GOI PLI scheme
Through its subsidiary Padget electronics, Dixon made 2 applications for phones costing < 15000 ,70% India mobile mkt share
Incentive of 4 to 6% under PLI subject to a cap
Total investment 200crs ,50 cr/yr till 2025
#dixontechnologies
Through its subsidiary Padget electronics, Dixon made 2 applications for phones costing < 15000 ,70% India mobile mkt share
Incentive of 4 to 6% under PLI subject to a cap
Total investment 200crs ,50 cr/yr till 2025
#dixontechnologies
Post expansion revenue share of mobiles to jump to 44 from 12% currently
Ramp up capacity from 3 mn today to 15-16 mn over next few yrs ,aim for revenue 28-30000 crs over next 5 yrs
In talks 3 large players
Set top boxes, delivered 5.2 lakh to jio,dish,Citi
Order book 0.3mn/mon
Ramp up capacity from 3 mn today to 15-16 mn over next few yrs ,aim for revenue 28-30000 crs over next 5 yrs
In talks 3 large players
Set top boxes, delivered 5.2 lakh to jio,dish,Citi
Order book 0.3mn/mon
(1/8)
Inviting giants like #Apple, #Samsung & #Foxconn to set up mobile phone manufacturing facilities in India could prove to be a double edged sword for well established Indian contract manufacturers like Dixon Technologies for various reasons. Key among these are....(contd)
Inviting giants like #Apple, #Samsung & #Foxconn to set up mobile phone manufacturing facilities in India could prove to be a double edged sword for well established Indian contract manufacturers like Dixon Technologies for various reasons. Key among these are....(contd)
(2/8)
Key reasons for concern:
1. COST COMPETITIVENESS
Giant scale manufacturing could mean lower costs which in turn could increase cost competitiveness and reduce margins for existing manufacturers
#costcompetitiveness
Key reasons for concern:
1. COST COMPETITIVENESS
Giant scale manufacturing could mean lower costs which in turn could increase cost competitiveness and reduce margins for existing manufacturers
#costcompetitiveness
(3/8)
2. "ATMA-NIRBHAR COMPETITION"
Government providing financial and policy help could encourage existing clientele to start their own distributed manufacturing hubs and control and future proof their supply chains
#AtmaNirbharBharat
2. "ATMA-NIRBHAR COMPETITION"
Government providing financial and policy help could encourage existing clientele to start their own distributed manufacturing hubs and control and future proof their supply chains
#AtmaNirbharBharat
Dixon Technologies CMP 3435
👉Revenues for Q2 FY20 surged 90% YOY
👉Consumer electronics drove the top line growth
👉Gross margin improved, operating margins stable
👉Planning capacity exapnsion across multiple biz lines
👉A play to ride the Make-in-India theme
#DixonTechnologies
👉Revenues for Q2 FY20 surged 90% YOY
👉Consumer electronics drove the top line growth
👉Gross margin improved, operating margins stable
👉Planning capacity exapnsion across multiple biz lines
👉A play to ride the Make-in-India theme
#DixonTechnologies
👉Biz continues to exhibit strength on most fronts even as consumer demadn is weakening due to slowing domestic economy
👉Strong volume offtake from Xiaomi (major client)
👉enjoy 50% market share in the lighting biz
👉Supplies to all major cos like CG, Syska, Philips, Orient etc
👉Strong volume offtake from Xiaomi (major client)
👉enjoy 50% market share in the lighting biz
👉Supplies to all major cos like CG, Syska, Philips, Orient etc
👉Home appliances vol jumped on the back of new client additions
👉Improvement in Capacity utilization
👉Planning to start production of semi-automatic machines for its new client from December onwards
👉Acquired Padget electronics (wholly owned subsidiary)
#DixonTechnologies
👉Improvement in Capacity utilization
👉Planning to start production of semi-automatic machines for its new client from December onwards
👉Acquired Padget electronics (wholly owned subsidiary)
#DixonTechnologies
