Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Jefferies On Dixon
Buy, TP Rs 5305
Investors Seem Enthused About Indian Indigenisation & PLI Opportunity
Co Has A Diversified Product Mix & 5 PLI Approvals
Mobile Division Seems To Be Ramping Well
Margin Is Expected At 4%, As 75% Mix Is OEM

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!