#Didyouknow

Dixon Technologies Ltd. is the largest home-grown design-focused and solutions company engaged in manufacturing products in the consumer durables, lighting and mobile phones markets in India?

Follow this extensive thread.

#dixon #stockmarkets #fundamentalanaysis
1)It is also a leading Original Design Manufacturer (ODM) of lighting products, LED TVs and semi-automatic washing machines in India.
As an ODM, it develops and designs products in-house at its R&D center.
2)It manufactures and supplies these products to well-known companies in India who in turn distribute these products under their own brands.
3)Consumer Electronics: From Q1FY22, this segment consisted of reverse logistics business, in addition to the AC PCB (Printed Circuit Board). Q1FY22 Revenue from reverse logistics business: Rs.39.14 cr., from AC PCB: Rs.1.7 cr.
4)The company has also started production of large screen sized TVs (70,75,85 inch) for its anchor customers. The capacity expansion to 5.5 million TV sets was expected to achieve by the months of Aug-Sept 2021.
5)The PCB capacity with a new line of SMT (surface mount technology) was expanded to 2.8 million (from 1.8 million in Q4 FY21). The production of monitors is expected to commence from Q3 FY22.
6)The expected volume in the first year is ~0.5 mn and has the potential to increase to 1 mn from the second year onwards.
7)Lighting: The company has a strong order book from this segment as of Q1FY22. Almost 80 brands in the lighting business are associated to this company. The company expanded the capacity of batens to 5 mn per month and in downlighters from 6 lakhs per month to 1.5 mn per month.
8)Home Appliances: The company has planned to expand its capacity from 1.2 mn to 1.5 mn. The facility for loading semi-automatic washing machine in Tirupati, and mass production was also planned to be implemented by Sept 2021.
9)Mobile & EMS Division: The management has a target to expand the capcity to 15 mn in the next couple of years (current capacity is at 3.5 mn). The production has commenced for Samsung 4G phones and currently, it has a strong order book of ~1 mn 4G phones per month.
10)Revenue from the set-top box segment is expected to be in the range of Rs.400-Rs.500 cr.
Security Services: The order book is currently healthy and management is planning capacity expansion.
11)Dixon has entered into a MoU with Bharti enterprises to form JV, which will cater to routers, modems and various other telecom products. The manufacturing is expected to kick-off by Q3FY22. The management expects Rs.~2,000 cr. from the telecom segment.
12)The company has started manufacturing of the truly wireless (TWS) earphones for Boat. It is also eagerly waiting for PLI scheme in the category. Currently, revenue from this category ranges between Rs.1,500-Rs.2,000 crore.
13)The intensity of capital expenditure is expected to rise in future due to various new PLI based manufacturing activity.

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More from @FinterestC

6 Oct
#Didyouknow

The largest development center of Bosch Ltd. outside Germany is in India, for end to end engineering and technology solutions?
It is a flagship company of Robert Bosch Company in India.

#bosch #fundamentalanalysis #stockmarkets Image
1a)Business Areas:
Mobility: Whether for private or commercial vehicles, multimodal transportation services, fleet management, or smart transport infrastructure, Bosch brings together vehicle technology, the data cloud, and services to offer complete mobility solutions.
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Jubilant Ingrevia VS Laxmi Organics
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Extensive thread
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2)Laxmi Organics (LO) is a specialty chemical manufacturer in Acetyl Intermediaries and specialty intermediaries.
Read 18 tweets
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#Didyouknow

Globally, India is the third-largest consumer of polymers, fourth-largest producer of agrochemicals and sixth-largest producer of chemicals?

Follow a thread on the Chemical sector overview in India.

#chemicals #sectoranalysis
1)Covering more than 80,000 commercial products, India’s chemical industry is extremely diversified and can be broadly classified into bulk chemicals, specialty chemicals, agrochemicals, petrochemicals, polymers and fertilisers.
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Read 11 tweets
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#Didyouknow
Maithan Alloys Ltd., based in Kolkata is the largest producer and exporter of Manganese alloy in India. It caters 75% of the global steel demand.

Let us know the highlights of the company in this thread.
1)Ferro alloys enhance the strength, durability, anti-stain and anti-corrosion properties of steel, besides acting as a de-oxidant for steel manufacturing. Its product portfolio comprises- Ferro Manganese, Ferro Silicon and Silicon Manganese.
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#Didyouknow
What moves FMCG sector?
FMCG sector in India is available in 2 indices- NSE FMCG and BSE FMCG.
Let us look at the triggers which affect stock prices
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Revenue growth driven by volume growth shows demand for the products offered by the company. This impacts the stock prices in a positive way. Such an upsurge in the demand will play a vital role in moving up the price of the stocks of Indian FMCG companies.
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We have heard about Tata Consumers as a leading Food & Beverage company in India, right?
The company is not only famous in India, but a highly recognized International brand as well.

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Let us know more about the company. Image
1)Company Overview
It is focused to unite the principal food & beverage consumer products under one umbrella of the Tata Group. Major beverage brands-Tata Tea, Tata Coffee Grand, Himalayan Natural Mineral Water. Product portfolio: tea, coffee, water, salt, spices, ready to eat. Image
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