External broker reports(aggregated public sources), Sharekhan

Sharekhan

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

Dixon Technologies India Ltd / Equity Bottom-Up

<ul><li>Addressable new clients onboarding like Google (Pixel phones) recently, HP, and Asus in the last quarter has set Dixon on a strong footing for the Mobile and IT hardware segments, propelling its topline growth.</li><li>We expect the IT hardware segment to see strong growth from FY2026. The mobile segment is also poised to grow and would significantly contribute to topline growth.</li><li>Dixon has continued to drive backward integration in TV, lightning, and appliances segments, which is expected to provide cushion to operating margins.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Addressable new clients onboarding like Google (Pixel phones) recently, HP, and Asus in the last quarter has set Dixon on a strong footing for the Mobile and IT hardware segments, propelling its topline growth.We expect the IT hardware segment to see strong growth from FY2026. The mobile segment is also poised to grow and would significantly contribute to topline growth.Dixon has continued to drive backward integration in TV, lightning, and appliances segments, which is expected to provide cushion to operating margins.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Dixon TechnolOgies (India) Ltd - More Power to Industry Leader