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This move by Dixon Tech could create a large and high-margin opportunity, Investec says
Beyond smartphones, Investec said Dixon's IT hardware and telecom businesses remain on a strong growth trajectory. It expects ongoing backward integration initiatives to support margin expansion from FY28 onwards.
India's wireless subscriber base expands to nearly 1300 million in May 2026: TRAI
The number of wireless subscribers increased from 1288.96 million at the end of April 2026 to 1294.46 million at the end of May 2026. This expansion represents a monthly growth rate of 0.43 per cent for the country's wireless sector, according to a Telecom Regulatory Authority of India report, which highlighted steady upward movement across both urban and rural markets.
Jio eyes $230 billion global opportunity with 5G, feature phone tech
Jio Platforms is eyeing a $230 billion global opportunity by exporting its 5G stack, fixed wireless access tech and feature phone OS to international telecom operators. The company plans entry via partnerships, licensing and managed services rather than direct operations.
Sohum Asset CIO stays positive on telecom, renewables and data centres
Sanjay Parekh of Sohum Asset Managers sees potential in CarTrade Tech, large private banks and select infrastructure plays. While he remains constructive on India's manufacturing story, he believes valuations in the EMS sector are demanding and warrant caution. He also sees value-unlocking potential from Vedanta's demerger.
Dixon Tech shares rise as subsidiary enters JV to manufacture optical telecom products
Dixon Technologies' shares rose after its subsidiary, Dixon Electroconnect, partnered with Gemtek Technology to form a joint venture. This new entity will manufacture and supply optical transceivers and other telecom products in India. Dixon will hold a 60% stake in the venture, aiming to leverage manufacturing prowess with Gemtek's optical module expertise for high-speed networks and data centres.
Road safety tech plan hit by telcos-auto turf war
India's ambitious V2X deployment faces a major hurdle as telecom operators, tech firms, and auto bodies clash over control. Disagreements over licensing, spectrum, and mandatory testing threaten to delay the life-saving technology aimed at reducing road fatalities. Stakeholders are divided on how to best manage this critical road safety ecosystem.
Sterlite Tech in focus; stock zooms 111% in 1 month; up 670% from Jan low
The stock price of the telecom equipment & accessories company was frozen at the upper circuit for the ninth straight trading day, surging 55 per cent during the period.
From Adani Green to Tata Tech: 50 companies swing back to profit in Q4 despite market turmoil
Indian companies show strong recovery. Over 50 firms moved from losses to profits in the March quarter. This turnaround happened despite market volatility and global concerns. Sectors like telecom, auto, and pharma saw significant gains. This signals resilience in India's corporate sector. Many businesses improved operations and profitability.
Five Stocks To Buy: Dixon Tech, CEAT, Piramal Finance And More | May 25, 2026
Top picks include rubber recycler GRPL, tire major CEAT, financial services firm Piramal Finance, electronics manufacturer Dixon Technologies, and telecom gear maker HFCL.
Dixon Tech Q4 profit falls 36% despite revenue growth and expansion plans
Dixon Technologies reported a sharp decline in quarterly profit due to weak consumer demand, rising component costs, and the end of PLI benefits. Despite margin pressure, the company expects strong FY27 growth driven by smartphone manufacturing, telecom equipment, exports, and IT hardware expansion.
Dixon Tech Q4 Results: Softer smartphone volumes to impact topline, margins may narrow
Weakness in Xiaomi and Ismartu volumes could also hurt Dixon's mobile business this quarter. Higher memory prices, tight availability of DRAM is likely to have weighed on handset production, thereby limiting volume growth, despite incremental contributions from IT hardware, telecom and the components business.
Data Center Play: Nuvama raising target sends Sterlite Tech shares surging by 10%
Historically, Sterlite Technologies has been focused on telecom-driven demand, including 5G network upgrades, fibre-to-the-home, and rural broadband. However, the company is now positioning itself to capture emerging opportunities in the data centre segment.