DIXON

Dixon Technologies is back in the spotlight after its Q4 FY26 results triggered strong market reaction. Despite a 36% YoY drop in quarterly profit, the stock rallied sharply as investors focused on long-term growth visibility and strong institutional buying. Key highlights: • Q4 revenue came in at ₹10,511 Cr • EBITDA margins improved to 4.7% • FY26 revenue jumped 28% YoY to ₹49,586 Cr • Company also announced ₹10/share dividend What’s keeping the street bullish? India’s electronics manufacturing theme continues to gain momentum, and Dixon remains one of the biggest beneficiaries of the “Make in India + China Plus One” shift. The company’s presence across mobiles, consumer electronics, wearables, and EMS manufacturing keeps it structurally strong for long-term growth. After recent correction from highs, traders are now watching whether the stock can sustain above the ₹11,000 zone for further upside momentum.