Dixon Technologies (India) Ltd (DIXON) Q4FY26 Management Mirror - Mar-2026 Qtr
Overall Financials & Margins
Management introduced a total revenue target of approximately INR 56,000 crores for the upcoming fiscal year in the Mar'26 Qtr, assuming flat mobile volumes and excluding potential Vivo contributions. Margins may face near-term pressure from PLI scheme expiration but are expected to expand by 40 to 50 basis points by Mar'28 as backward integration scales, maintaining the consistent margin expansion narrative outlined since the Sep'25 Qtr. [Status: Initiated]
5 more themes on the ELITE plan.