Stockrabit · Analysts
Questions across 42 calls

Aditya Bhartia

Investec

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Sep23.pdf · 2023-10-26
So, my first question is on the consumer electronics business wherein if you could guide us how exactly the order book is looking like because we are having a delayed Diwali this time around, so what proportion of those seasonal sales are likely to be coming through in third quarter? And within that while you mentioned a bit about buffer integration initiative, if there's anything more that you can add to it, what's the kind of value addition th at overall increases and what kind of benefit can we see at the bottom line?
Moving on to the lighting business, that's the business wherein we have been seeing quite a few challenges and you spoke about intensifying competition. What exactly has happened over there because we did have unparallel scale. So how is it that competitors have been able to hurt us and gain market share from Dixon given that their costs are likely to be much higher?

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Sep23.pdf · 2023-10-23
Hi, good morning, Sir. My first question is on the electronic s side how we really looking at this vertical, would it be an extension of what we have been doing until now or can it be completely different , a foray i nto even industrial application , d efense, aerospace, are all options open or are we looking to be specializing in certain fiel ds within the electronic s space?
You spoke about I think 6.5%-6.75% kind of margin s. Given the kind of mix that we are having today how those margins are going to be attained because I understand that room AC, your consumer durables is sl ightly on the lower side in terms of margins even possibly wearables and hearables could also be a similar margin or is my understanding incorrect?