Dixon looks at margin boost in FY 26, exhibit big bats and units on camera

Dixon Technologies expect its operating margin to improve by 120-130 basis points in the financial year 26 and will increase even in the financial year 27 after its new component business, expecting to compensate for the loss of PLI SOP after the management ends next year.

The income from its mobile business in Q1FY26 has increased by 125% to Rs 11,663 on the year, while operating petting profit increased 131% to Rs. 395 crore. Dixon’s mobile business contributed 91% to its top 12,838 crore.

Dixon’s EBITDA margin dropped 10 basis points to 3.8% in the quarter ended June 2025.

Dixon MD Atll All All -A All -A All -Earn Tuesday said in Call Lt, that the contract maker will start making camera modules by the end of this fiscal year, and with the upcoming financial components, the government’s 22,000 crore electronics component manufacturing scheme, with the upcoming financial components, on Tuesday.

Dixon estimates Rs 750-800 crore for its camera modules and in the display assembly business in fiscal year 26, its main EMS (electronics manufacturing services) business additional Rs. 300-400 crore.

The company has a global level of Rs. The Karshan Q-Tech Microelectronics is receiving a majority of India operations in 400 crores. All All Lee said, he was given the HKC for the exhibition assembly. A joint venture has also been created, in which the facility has been prepared in the next 45 days.

However, joint venture deals and acquisitions are currently pending for approval under the Press Note 3 of the Government, which orders the minister’s approval for neighboring countries, especially China.

All All Lee said that the approval process for this deal is going well.

Dixon is expected to grow 15% sequential growth in the order before the festive season and its anchor customer, export volume for Motorola in the United States. All All Lee said the company is also negotiating large export opportunities for other global brands.

For the current year, exports are estimated to reach Rs 7000 crore, if the export deal works, Rs. From Rs 1600 crore, it represents Rs 11,000 crore in exports through FY 27.

The company has also started exporting to Africa, where it will see that there is a great opportunity to meet the costs of cost.

“ASP (average sales cost) for exports is almost the same as domestic ASP but exports have some requirements in which we have to invest more in the organization. So when the margin level is finally the same, the cost will be higher in the beginning.”

Dixon is also expanding its top management with more talent as it aggressively extends into the new category.

The company appointed another top executive to lead the Vice President and Component Business of Strategy and Digital Transformation. “We have appointed a Taiwanese expert who leads our display manufacturing business, and the Korean specialist, who is the head of our R&D for Washing horn horned machines and devices.”