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Dixon Technologies & #39;manufactures& #39; a washout result
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📺" title="Fernsehen" aria-label="Emoji: Fernsehen">Revenue down 55% , EBITDA down 68% and PAT down 93% (YoY)
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏭" title="Fabrik" aria-label="Emoji: Fabrik">Employee expenses as % of sales constant at 4% ( because as per FY19 AR it had 86% contractual labour and since factories were shut down the wages reduced)
#Q1FY21
#Q1FY21
Revenue down 55% , EBITDA down 68% and PAT down 93% (YoY)https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏭" title="Fabrik" aria-label="Emoji: Fabrik">Employee expenses as % of sales constant at 4% ( because as per FY19 AR it had 86% contractual labour and since factories were shut down the wages reduced) #Q1FY21" title="Dixon Technologies & #39;manufactures& #39; a washout resulthttps://abs.twimg.com/emoji/v2/... draggable="false" alt="📺" title="Fernsehen" aria-label="Emoji: Fernsehen">Revenue down 55% , EBITDA down 68% and PAT down 93% (YoY)https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏭" title="Fabrik" aria-label="Emoji: Fabrik">Employee expenses as % of sales constant at 4% ( because as per FY19 AR it had 86% contractual labour and since factories were shut down the wages reduced) #Q1FY21">
Revenue down 55% , EBITDA down 68% and PAT down 93% (YoY)https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏭" title="Fabrik" aria-label="Emoji: Fabrik">Employee expenses as % of sales constant at 4% ( because as per FY19 AR it had 86% contractual labour and since factories were shut down the wages reduced) #Q1FY21" title="Dixon Technologies & #39;manufactures& #39; a washout resulthttps://abs.twimg.com/emoji/v2/... draggable="false" alt="📺" title="Fernsehen" aria-label="Emoji: Fernsehen">Revenue down 55% , EBITDA down 68% and PAT down 93% (YoY)https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏭" title="Fabrik" aria-label="Emoji: Fabrik">Employee expenses as % of sales constant at 4% ( because as per FY19 AR it had 86% contractual labour and since factories were shut down the wages reduced) #Q1FY21">
Takeaways from Investor Presentation -
Business confidence & condition picked up in May & significantly improved in June
Revival of business was witnessed across all the verticals
Business confidence & condition picked up in May & significantly improved in June
Revival of business was witnessed across all the verticals
Segment Wise Performance
ODM Revenue & EBITDA Share (%)
Segment Wise – Q1,FY 20-21 ROCE (%)
Expenditure Analysis : Q1,FY 20-21 vs Q1,FY 19-20
RoCEs have declined but RM and other direct costs fairly stable, seems like they sold at lower realizations. (will clarify on call)
ODM Revenue & EBITDA Share (%)
Segment Wise – Q1,FY 20-21 ROCE (%)
Expenditure Analysis : Q1,FY 20-21 vs Q1,FY 19-20
RoCEs have declined but RM and other direct costs fairly stable, seems like they sold at lower realizations. (will clarify on call)
Inventory days - 45
Debtors Days - 57
Creditors days - 93
Cash Conversion Cycle / Working Capital Days - 9
Concall takeaways will be posted too. Stay tuned.
End of thread.
Debtors Days - 57
Creditors days - 93
Cash Conversion Cycle / Working Capital Days - 9
Concall takeaways will be posted too. Stay tuned.
End of thread.
