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Dolat Capital Report
Our discussions with Mr. Atul Lall of Dixon Technologies India Ltd. enhances our confidence on India manufacturing and production linked incentive story, with the PLI support coming in at the right time, when the sector is at a demand inflexion.
It continues to expand into new verticals building scale, which eventually gives it, cost levers.
Dixon Technologies is not too perturbed by potential headwinds like global trade policies and chip shortages, and believes economics would trump politics. It remains the one of the best plays on PLI in India.
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