CMP: โน15,608 | Sector: Electronics Manufacturing Services (EMS)
Dixon Technologies delivered an outstanding performance in Q4 FY25 and the full FY25, reporting over 120% YoY growth in revenue and profit metrics. Strategic business growth, enhanced operating leverage, and the fair value gain from its investment in Aditya Infotech significantly boosted profitability.
Acquisition of 50.1% stake in Ismartu India Pvt Ltd
Divestment of 50% stake in AIL Dixon with gain of โน25,037 Lakhs (booked as exceptional)
Incorporated 3 new subsidiaries in FY25 to expand verticals
ROCE improved sharply by 1,050 bps YoY
Dixon is likely to maintain its growth momentum on the back of:
Government's PLI support for EMS sector
Increasing outsourcing from global brands
Expansion in mobiles, IT hardware, and consumer electronics
Strong cash position and improving working capital cycle
๐ Dixon Technologies continues to strengthen its market leadership in EMS, backed by scale, integration, and technology partnerships.
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Strong revenue visibility, robust balance sheet, and sector tailwinds make it a key long-term watch for investors despite premium valuation.
This blog is intended for educational and informational purposes only. It does not constitute investment advice. Please consult your financial advisor before making any investment decisions.