Dixon Technologies (India) Limited — PPTs, 17-10-2025: Investor Presentation

Dixon Technologies reported strong performance for Q2 and H1 FY26 (adjusted figures).

**Business Performance:** Q2 revenue grew 29% YoY to ₹14,855 Cr, with PAT rising 37% to ₹323 Cr. For H1, revenue was up 53% to ₹27,691 Cr, and PAT increased 61% to ₹603 Cr. The Mobile & Other EMS division was a significant contributor to this growth, while Consumer Electronics saw a decline. EBITDA margin stood at 3.8% for both periods.

**Growth Drivers:** The company is strategically expanding through new ventures and partnerships.

**Recent Developments:** Key updates include transferring its lighting business to a joint venture, Lightanium Technologies, and acquiring a 51% stake in Kunshan Q Tech Microelectronics (India) Private Limited. Employee stock options were also granted.

**Key Financial Metrics:** Working Capital Days improved to (6) days. Adjusted Return on Capital Employed (ROCE) reached 49.1%, and Adjusted Return on Equity (ROE) was 34.3%, signaling strong capital efficiency.