Summary
Dixon Technologies is in the spotlight after government approval for its joint venture with Vivo India, which is expected to generate ₹30,000 crore in revenue from smartphone production starting in FY27. While brokerages like JPMorgan, UBS, and Motilal Oswal are bullish, G Chokkalingam of Equinomics Research highlights the long-term potential but also risks from competition and high valuations.