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Bloomberg Quint

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Image Credit: Bloomberg Quint

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

  • 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.

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