Dixon is expected to post the strongest topline growth of 159% YoY, driven by a surge in the mobiles segment.
The seven companies under Systematix' coverage are expected to report robust revenue/Ebitda/PAT growth of 88%/79%/99% YoY in Q4 FY25, respectively.
Growth momentum seems particularly strong in the room air conditioner segment, while a healthy volume ramp-up is also expected in the mobiles category.
Systematix prefers Dixon, Kaynes, Amber Enterprises and Syrma within its coverage universe.