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Sanjay Ahuja

8th Oct · SEBI Registration INH000020439

DIXON TECH IN FOCUS AS GOVT PLANS NEW TELECOM PLI SCHEME

The Department of Telecommunications (DoT), Government of India, is reportedly reviewing a proposal for a new five-year Production Linked Incentive (PLI) scheme for telecom equipment manufacturing with a targeted outlay of Rs 6,000 crore to Rs 7,000 crore. This proposed framework focuses heavily on building local component manufacturing capabilities to succeed the existing assembly-led program.

DIXON
stands out as a prime beneficiary, with its strategic 60:40 joint venture with Taiwan's Gemtek positioning it to manufacture complex telecom modules and capture higher-margin structural growth. Moreover, the company has established localized component capabilities, pivoting toward high-value optical subassemblies via its Gemtek partnership.

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