Dixon Technologies Q4’25 Conference Call #conferencecall #concall #earningscall #dixontechnologies

Dixon Technologies Q4’25 Conference Call #conferencecall #concall #earningscall #dixontechnologies – YouTube https://www.youtube.com/watch?v=uZ5X5nyXDok

Here are the highlights from the Dixon Technologies Limited Q4 and FY25 earnings conference call:

1. Strong Financial Performance:

• Consolidated revenues for Q4 FY25 reached ₹10,340 crores, a 120% increase year-on-year.
• Consolidated Adjusted EBITDA (AIA) was ₹454 crores, up 128% from the previous year.
• Consolidated Profit After Tax (PAT) was ₹401 crores, a significant growth of 322%, including a fair value gain of ₹250 crores from a stake in Nalita Info Limited. Adjusted PAT, excluding this gain, was ₹185 crores, reflecting a 95% growth.

1. Operational Efficiency and Financial Health:

• The company reported a negative working capital cycle of 5 days and maintained a healthy balance sheet with cash and cash equivalents of ₹264 crores and a low debt-to-equity ratio of 0.07.
• Return on Capital (ROC) improved to 48.5%, and Return on Equity (ROE) rose to 32.5%.

1. Segment Performance:

• Mobile Phones: Revenue grew by 194% year-on-year to ₹9,200 crores, with an operating profit of ₹349 crores (232% growth). The company is expanding capacity by 50% to meet increased orders, particularly from North America.
• Consumer Electronics: Revenue was ₹689 crores, with an operating profit margin of 6.1%. The segment is facing challenges due to subdued demand in the global TV market.
• Home Appliances: Revenue reached ₹302 crores, with a 23% year-on-year growth in operating profit.
• Lighting: Revenue was ₹200 crores, with an operating profit margin of 7.3%.
• Telecom and Networking Products: Revenue surged to ₹1,288 crores, marking a nearly 5x growth year-on-year.

1. Strategic Initiatives:

• The company is focusing on backward integration and diversifying into new product categories, including components under the Electronics Component Manufacturing Scheme (ECMS).
• Plans to manufacture display modules, camera modules, and lithium-ion batteries are underway, with production expected to commence in FY26.

1. Market Outlook:

• The management expressed confidence in maintaining growth despite the end of the PLI scheme in FY26, citing operational efficiencies and strategic relationships with key customers.
• The company aims to capture a significant share of the outsourcing opportunity in the mobile segment, targeting 60-65 million units by FY27.

1. Future Projections:

• The company anticipates a healthy order book and expects to achieve substantial growth in various segments, including IT hardware and telecom products.

1. Q&A Session:

• Management addressed questions regarding competition, market share, and the impact of the PLI scheme on margins, emphasizing their strategies to mitigate potential challenges.

Overall, Dixon Technologies demonstrated robust growth across its segments, with a clear focus on operational efficiency and strategic partnerships to drive future growth.

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