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Neeraj Jain

BNP Paribas
DIXON

Dixon Technologies (India) Limited

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Dixon Technologies (India) Limited CC-Jul25.pdf
22 Jul 2025
Open call
  1. Sir, my first question is on the Inventec JV. Just wanted to understand what kind of products we are working on under this JV and when we say that we will also be getting into the servers, so does that include a part of the broader addressable market like overall servers of around $5 billion., so just wanted to get a better sense what exactly are we looking to cater to under this JV with Inventec?

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  2. Sure, sir. So, this SSD and memory module would be with some other partner, right?

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  3. And sir, second question is on Longcheer JV. So, just wanted to understand, do we have a similar kind of Vivo JV which around 65% to 70% of their volumes in India are tied up under that JV. So, how are we looking at like a difference in the incremental volumes that might come when we go through a JV route?

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