Dixon Technologies gets B&K 'purchase' tag, sees 25% benefit on electronics contracting out tailwind

INSUBCONTINENT EXCLUSIVE:
vehicles (EVs), and increasing original design manufacturing (ODM) share are expected to drive strong growth.Between FY25 and FY27, B&K
estimates Dixon will deliver a 42% revenue compound annual growth rate (CAGR) and a 69% CAGR in profit after tax (PAT)
The brokerage also expects Dixon to maintain a robust post-tax return on capital employed (RoCE) of around 30% by FY27.Factors such as a
large total addressable market (TAM), government policy tailwinds like PLI schemes, rising export potential, and consistently strong return
ratios support the bullish view, according to the report. Live EventsAlso Read: Street favourite! 10 BSE large-cap stocks analysts expect to
lighting, home appliances, wearables, and IT hardware
With a strong focus on backward integration and capacity expansion, the company is seen as a key player in India's ambition to become a
momentum
The stock is currently trading above its 5-day, 10-day, 20-day, 30-day, and 100-day simple moving averages, but remains below its 50-day,
150-day, and 200-day SMAs.Dixon shares have declined nearly 16% so far in 2025, but are still up about 20% over the past 12 months and over
250% in the last two years
The company currently has a market capitalisation of around Rs 91,926 crore.Also Read: 10 Nifty smallcap stocks analysts expect to rally up
to 72%(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own
These do not represent the views of the Economic Times)