Questions across 3 calls

Saumil Mehta

Kotak AMC

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-May26.pdf · 2026-05-12

So one question from my side. In terms of the industrial EMS opportunity, is it fair t o assume that in terms of the opportunity size, it is maybe as big or bigger than the IT hardware. And also from a margin perspective, it will be better margins with le ss dependency on government PLIs, etcetera. Would that be a fair assumption?

And my second, just a bookkeeping question of the INR360 crores of net PLI what you have booked across 5 entities, would it be possible to give just for the mobile and EMS division?

Dixon Technologies (India) Limited CC-Feb26.pdf · 2026-01-29

Just wanted to check, assuming there are more delays in the PN3 approval, what is the plan B? Do we continue to manufacture Vivo outside of JV as a pure contract manufacturer? And how should we look at that part of the business?

Okay. Okay. And in terms of the volumes, can you highlight how the December volumes for the current quarter was? And do you see there is a sequential decline, which are the brands where the decline -- I'm not asking for a s pecific number, but which are the brands where the decline is a bit sharper compared to the others?

PG Electroplast Limited

PG Electroplast Limited CC-Jun25.pdf · 2025-08-08

Thanks for the opportunity, sir. Two questions from my side. Now, obviously this season is going to be weak, but in terms of our discussion with the larger clients, what sort of pricing actions are being taken – have they asked for a better pricing for us given they themselves are under stress? And in that backdrop, how should the overall margin profile look for the upcoming season for us? That is my first question.

And is there any early indication of cancellation of orders? And if yes, will it come from the larger clients or mid-size clients? Any rough indication or estimates of what we are projecting for this year?