DIXON: India Smartphone Shipments Fall for a Weaker Six-Year Quarter as Costs Rise and Demand Slows - MC

 17 Apr 2026 12:03 PM

DIXON: India Smartphone Shipments Fall for a Weaker Six-Year Quarter as Costs Rise and Demand Slows - MC

Apple India Suppliers Increase Exports From India With $2.5B As ECMS And PLI Programs Boost Electronic Component Manufacturing Ecosystem In The Country. (Dixon Tech)

 16 Apr 2026 08:40 AM

Apple India Suppliers Increase Exports From India With $2.5B As ECMS And PLI Programs Boost Electronic Component Manufacturing Ecosystem In The Country. (Dixon Tech)

Dixon Technologies: HSBC maintains Hold with Target Price ₹11,500, citing delay in VIVO JV approval impacting FY27 volumes, moderate Q4 growth outlook, volatile costs, and 8% FY27 estimate cut due to top-line growth erosion.

 13 Apr 2026 09:08 AM

Dixon Technologies: HSBC maintains Hold with Target Price ₹11,500, citing delay in VIVO JV approval impacting FY27 volumes, moderate Q4 growth outlook, volatile costs, and 8% FY27 estimate cut due to top-line growth erosion.

Dixon Tech: Co Gets ₹1,100 Crore Project Approval Under Electronics Component Manufacturing Scheme - CNBC Tv18

 30 Mar 2026 12:35 PM

Dixon Tech: Co Gets ₹1,100 Crore Project Approval Under Electronics Component Manufacturing Scheme - CNBC Tv18

Dixon Tech: In Investec Conference - Mgmt Indicated Mobile Demand Is Faring Better Than Initially Feared || Expects Fy27e Mobile Vols (Excl-vivo) To Broadly Match Fy26e Levels

 17 Mar 2026 09:39 AM

Dixon Tech: In Investec Conference - Mgmt Indicated Mobile Demand Is Faring Better Than Initially Feared || Expects Fy27e Mobile Vols (Excl-vivo) To Broadly Match Fy26e Levels

Dixon Tech: In Investec Conference - Also Sounded Confident On Receiving Pn3 Approval For Vivo Jv || Post Approval, The Jv Should Mfg 2/3rd Of 35m Mobiles Sold By Vivo In India

 17 Mar 2026 09:39 AM

Dixon Tech: In Investec Conference - Also Sounded Confident On Receiving Pn3 Approval For Vivo Jv || Post Approval, The Jv Should Mfg 2/3rd Of 35m Mobiles Sold By Vivo In India

Dixon Tech: In Investec Conference - This Should Drive Sharp Growth In Mobile Vols Over Fy26e-28e || Taking Multiple Initiatives On Backward Integration, New Products And Exports || Also Intends To Foray Into The Industrial Ems Space

 17 Mar 2026 09:40 AM

Dixon Tech: In Investec Conference - This Should Drive Sharp Growth In Mobile Vols Over Fy26e-28e || Taking Multiple Initiatives On Backward Integration, New Products And Exports || Also Intends To Foray Into The Industrial Ems Space

Dixon: Axis Capital Management Notes FY26 Shipments Might Fall Short Of Guidance, Weakness Expected To Persist Into H1FY27. Increasing Memory Prices Are Hurting Demand For Budget Phones, Affecting Volumes For iSmartU And Xiaomi.

 13 Mar 2026 09:48 AM

Dixon: Axis Capital Management Notes FY26 Shipments Might Fall Short Of Guidance, Weakness Expected To Persist Into H1FY27. Increasing Memory Prices Are Hurting Demand For Budget Phones, Affecting Volumes For iSmartU And Xiaomi.

Dixon: India Is Drafting A New Round Of Smartphone Manufacturing Incentives That Would Link Government Subsidies To Exports And Deeper Use Of Locally Made Components, Sources Say Bloomberg

 12 Mar 2026 10:53 AM

Dixon: India Is Drafting A New Round Of Smartphone Manufacturing Incentives That Would Link Government Subsidies To Exports And Deeper Use Of Locally Made Components, Sources Say Bloomberg

Dixon Tech: Morgan Stanley maintains Underweight on Dixon Technologies with ₹8,157 TP, citing lower FY26–27 mobile PLI allocations (₹220cr in FY26; allocation cut 22% and ₹1,350cr BE for FY27), uncertainty over PLI 2.0, and weak visibility on Q4/FY27 mobile shipments due to current DRAM prices, though FY26 PLI could still form ~17% of EBITDA and add ~40bps to margins.

 12 Mar 2026 09:12 AM

Dixon Tech: Morgan Stanley maintains Underweight on Dixon Technologies with ₹8,157 TP, citing lower FY26–27 mobile PLI allocations (₹220cr in FY26; allocation cut 22% and ₹1,350cr BE for FY27), uncertainty over PLI 2.0, and weak visibility on Q4/FY27 mobile shipments due to current DRAM prices, though FY26 PLI could still form ~17% of EBITDA and add ~40bps to margins.

Laptop Prices May Rise By Up To 35% Due To Increased Memory And GPU Costs; Market Expected To Shrink By 8% This Year. The Surge Is Caused By Rising DDR RAM Prices And A Shortage Of Entry-Level Intel Processors. After Record PC Shipments In 2025, Overall Sales Are Projected To Decrease By Up To 8% In 2026. (Dixon Tech)- MC

 11 Mar 2026 11:08 AM

Laptop Prices May Rise By Up To 35% Due To Increased Memory And GPU Costs; Market Expected To Shrink By 8% This Year. The Surge Is Caused By Rising DDR RAM Prices And A Shortage Of Entry-Level Intel Processors. After Record PC Shipments In 2025, Overall Sales Are Projected To Decrease By Up To 8% In 2026. (Dixon Tech)- MC

Dixon Technologies: Nomura maintains Buy on Dixon Technologies with target price ₹14,678, citing approval of the Dixon–HKC display module JV (74:26) and backward integration into display modules driving margin expansion, with trials from 2QFY27 and ramp-up in 2HFY27, potentially adding ~50 bps (up to 100 bps later) to margins, while the stock trades at ~30× FY28F EPS.

 10 Mar 2026 09:15 AM

Dixon Technologies: Nomura maintains Buy on Dixon Technologies with target price ₹14,678, citing approval of the Dixon–HKC display module JV (74:26) and backward integration into display modules driving margin expansion, with trials from 2QFY27 and ramp-up in 2HFY27, potentially adding ~50 bps (up to 100 bps later) to margins, while the stock trades at ~30× FY28F EPS.

Dixon Technologies: JPMorgan Chase maintains Overweight on Dixon Technologies with target price ₹13,000 (cut from ₹13,700), factoring HKC JV approval boosting component foray and EBITDA, though higher memory prices lowering mobile volumes lead to 13–14% EPS cuts for FY27–28, while still expecting ~36% earnings CAGR over FY26–28 driven by Q Tech and HKC component businesses.

 10 Mar 2026 09:16 AM

Dixon Technologies: JPMorgan Chase maintains Overweight on Dixon Technologies with target price ₹13,000 (cut from ₹13,700), factoring HKC JV approval boosting component foray and EBITDA, though higher memory prices lowering mobile volumes lead to 13–14% EPS cuts for FY27–28, while still expecting ~36% earnings CAGR over FY26–28 driven by Q Tech and HKC component businesses.

Jefferies maintains 'Hold' ratings on Dixon Tech with a target price of Rs 11350.

 10 Mar 2026 08:41 AM

Jefferies maintains 'Hold' ratings on Dixon Tech with a target price of Rs 11350.

Dixon Tech: Gets MEITY Approval for HKC Overseas Investment in Dixon Display

 09 Mar 2026 07:48 PM

Dixon Tech: Gets MEITY Approval for HKC Overseas Investment in Dixon Display

Dixon Technologies: Co. Finalizes Joint Venture With Longcheer; Invests ₹7.39 Crore For 74% Ownership In Dixel Infocom.

 04 Mar 2026 08:05 AM

Dixon Technologies: Co. Finalizes Joint Venture With Longcheer; Invests ₹7.39 Crore For 74% Ownership In Dixel Infocom.

Dixon tech: MS on Dixon tech UW, Target Price Rs 8157

 23 Feb 2026 09:10 AM

Dixon tech: MS on Dixon tech UW, Target Price Rs 8157

CLSA on Dixon Tech Downgrade to Hold from O-P, TP cut to Rs 12100 from Rs 15800

 19 Feb 2026 08:23 AM

CLSA on Dixon Tech Downgrade to Hold from O-P, TP cut to Rs 12100 from Rs 15800

Dixon: Company Reports Delay in Vivo Joint Venture and Anticipates Slowdown in Smartphone Market.

 05 Feb 2026 09:42 AM

Dixon: Company Reports Delay in Vivo Joint Venture and Anticipates Slowdown in Smartphone Market.

Dixon: Company Uncertain About Mobile PLI Extension As Budget Announcement Is Missing

 02 Feb 2026 10:00 AM

Dixon: Company Uncertain About Mobile PLI Extension As Budget Announcement Is Missing