JPMorgan expects the operations to start after 60-90 days in the third quarter of FY27, once the JV gets approved and assumes it could contribute 11 million to mobile volumes for Dixon Tech in FY27 and 22 million in FY28.
Dixon Technologies remains a top pick for Morgan Stanley, with expectations of significant growth. JPMorgan anticipates its joint venture with Vivo could begin operations in Q3 FY27, post-approval. This JV is projected to substantially increase mobile volumes, contributing 11…
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