Saraf Investment Point

Dixon Technologies declared Q3 results on Monday 20th Jan after market hours – the stock is down more than 13% in response ✅Q3 FY25 Results (YoY) ?Revenue: ₹4,818 Cr ➡️ ₹10,454 Cr (Up 117%) ?EBITDA: ₹187 Cr ➡️ ₹398 Cr (Up 113%) ?Operating Margins: 4% ➡️ 4% ?Profit: ₹97 Cr ➡️ ₹217 Cr (Up 124%) ?EPS: ₹16.12 ➡️₹28.50 ?While results are good, and the company has witnessed high growth yet again, it marginally missed estimates ?But since the market has been punishing stocks with high valuations, it didn’t take too kindly to Dixon’s small earnings estimate miss (PE Ratio of Dixon is 144 times) ?Manufacture of mobile phones has a higher margin among other electronics ?Dixon has been continuously increasing its share of mobile phones ?The mobile business, which contributed 67% to the overall topline in previous quarter, now contributed 89% to the revenue in the current quarter ?Results are good, growth is visible, and Dixon remains India’s premier EMS company ?Tell me if you think this fall in stock price is overdone, and does this present a buying opportunity in Dixon? #Dixon #TechSector #Investing #MotilalOswal #Dixon #TechSector #Investing #MotilalOswal

India’s e-commerce gets a makeover with ONDC! 🌐 Empowering local businesses and bridging gaps 🛒 Watch till the end to find out 📽️ #ONDCExplained #DigitalIndia #Investing #MotilalOswal #ONDCExplained #DigitalIndia #Investing #MotilalOswal

Growing with Tech!🚀 Discover how Agri-Tech startups are boosting productivity and sustainability in Indian agriculture 🌾 Watch till the end to find out 📽️ #Farming #AgriTech #Investing #MotilalOswal #Farming #AgriTech #Investing #MotilalOswal

How will Trump's decisions shape the environment? 🌎 Watch till the end to find out 📽️ #Environment #Economy #Investing #MotilalOswal #Environment #Economy #Investing #MotilalOswal

2024 stock market trends: Who's leading the global race? 🌐 From Traditional to Trendy: Here Are Investment Avenues Returns in 2024 📊 #StockMarketIndia #Investing #GlobalStockMarket #MotilalOswal #StockMarketIndia #Investing #GlobalStockMarket #MotilalOswal

The future of money is digital 🌐 Discover how the Digital Rupee will impact your wallet! Watch till the end to find out 📽️ #DigitalRupee #Finance #Investing #MotilalOswal #DigitalRupee #Finance #Investing #MotilalOswal

SIP accounts grew to a record-breaking 10.2 crores as of November 2024. That’s more than just numbers—it’s a sign of the rising belief in disciplined, systematic wealth creation 📊 If you haven’t started your SIP journey yet, explore our Rise App to get started easily 📲: bit.ly/4frjTuc Financial freedom begins with one small step. Will you take it? 🤔 #SIP #MutualFunds #Investing #MotilalOswal #SIP #MutualFunds #Investing #MotilalOswal

How has the Sensex fared in the last decade? 🚀 Dive into the numbers and insights that matter! 📊 #Sensex #StockMarketTrends #Investing #MotilalOswal #Sensex #StockMarketTrends #Investing #MotilalOswal

2025 is around the corner! Have you reviewed your portfolio yet? 📊 Don’t miss this year-end checklist for financial success 📈 Watch till the end to find out 📽️ #StockMarketIndia #Portfolio #Investing #MotilalOswal #StockMarketIndia #Portfolio #Investing #MotilalOswal