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EMS Q4 Preview: Seasonal, Structural Tailwinds To Drive Growth, Says Systematix— Dixon Among Preferred Pick

EMS Q4 Results Preview: Systematix prefers Dixon, Kaynes, Amber Enterprises and Syrma within its coverage universe.

<div class="paragraphs"><p>Dixon is expected to post the strongest topline growth of 159% YoY, driven by a surge in the mobiles segment, given the QoQ ramp-up in Ismartu volumes during the quarter, says Systematix. (Photo Source: Brian-wangenheim for Unsplash)</p></div>
Dixon is expected to post the strongest topline growth of 159% YoY, driven by a surge in the mobiles segment, given the QoQ ramp-up in Ismartu volumes during the quarter, says Systematix. (Photo Source: Brian-wangenheim for Unsplash)
The seven companies under Systematix' coverage are expected to report robust revenue/Ebitda/PAT growth of 88%/79%/99% YoY in Q4 FY25, respectively. This strong performance is likely to be driven by channel filling ahead of the summer season, aided by seasonal tailwinds. Growth momentum seems particularly strong in the room air conditioner segment, while a healthy volume ramp-up is also expected in the mobiles category. EMS companies ...
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