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Short Term Reality Negatives.
No forward guidance.Core business declining
54per profit from PLI ending
Motorola weakness acknowledged
Component revenue not till FY27 positives.
1.5B dollars component opportunity
8per component margins vs 3 to 4 per assembly
Diversified client base
Less PLI dependent Rest everyone knows, PLI benefit of 497cr extra income. Ismartu contributed this quarter 130per growth now it holds 31per of revenue of dixon which is 4600cr. Core decreasing, especially motorola. ( 252 days ago )
  Deelhe  1 followers
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