Thread by @BullsforBears

#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

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

Dixon is both OEM Player & ODM ( original design manufacturer)
Expanding capacities in Android & Linux TV ,semi automatic and top load washing machines
Current capacity 4 mn TV sets ,30%LED Mkt,acquired new customers Samsung,Nokia,Ramos capacity to 5.5 mn
#Nifty #stocks

Washing machine > 100 models in 6 to 10 kg category, launch semi automatic 11 kg ,electronic panel model ,expand top loading model capacity at Tirupati
Largest ODM player in lighting with 215 mn capacity for LED bulbs
Doubled capacity for smart bulbs & batons #amberenterprises

#dixon Indias 2nd largest contract mftrer for consumer electronics
- Foray into ICT hardware eg.laptop,desktop,tablet,server through factory in South India
- 87% laptop, 63% tablet imported from China
- Await GOI PLI for ICT
-11 mftg units 5 UP ,4 Dehradun,2 Tirupati
#stocks

Strong demand & order book from existing customers,new customer acquisition to enable 40% growth in revenue,profits in Fy21-22
- ventured into set top box,Medical devices (PCR analyzer for covid ,ICMR Apprvd)
- plan foray refrigerator 0.7 mn units on direct cool side by Fy22-23