Dixon Technologies has outlined its capital expenditure strategy for FY26, projecting investments ranging between ₹1,100 crores and ₹1,200 crores. This significant financial commitment reflects the company's strategic focus on expanding its manufacturing capabilities across multiple high-growth technology segments.

Strategic Capex Allocation

The projected capital expenditure will be distributed across four key business areas that represent Dixon Technologies' diversified manufacturing portfolio. The company has identified these segments as critical growth drivers for its future operations.

Investment Framework

The ₹1,100-1,200 crore capex range demonstrates Dixon Technologies' measured approach to capacity expansion while maintaining financial discipline. This investment framework encompasses both organic growth initiatives and technology enhancement across the identified business verticals.

Business Segment Expansion

The display business allocation forms a significant component of the planned capex, targeting enhanced manufacturing capabilities in the visual technology sector. Simultaneously, the Q Tech camera modules segment will receive focused investment to strengthen the company's position in imaging technology manufacturing.

Technology Infrastructure Development

The SFP optical transducers segment represents Dixon Technologies' commitment to advanced optical communication technology, while the mechanical enclosures allocation will support the company's precision manufacturing capabilities. These investments collectively position the company across diverse technology manufacturing domains.

Financial Planning Overview

The FY26 capex projection reflects Dixon Technologies' strategic planning approach, balancing growth ambitions with operational efficiency. The defined investment range provides flexibility while ensuring adequate resource allocation across all identified business segments for sustainable expansion.

Dixon Technologies has outlined significant expansion plans across its key business segments, projecting substantial revenue growth and production capacity increases in the coming years.

Camera Module Business Expansion

The company has set ambitious targets for its Q Tech camera module operations, projecting a run rate of INR 2,000 crores. This projection comes alongside plans for a major production scale-up that will see annual manufacturing capacity increase dramatically from the current levels.

The planned production expansion represents a significant scaling of operations, with the company targeting to increase output by approximately 4.5 to 4.75 times the current capacity.

IT Hardware Revenue Projections

Dixon Technologies has provided strong revenue guidance for its IT hardware segment, indicating robust business momentum across this vertical. The company expects substantial growth driven by strong order inflows.

The IT hardware segment is positioned for exceptional growth, with next year's revenue projections indicating a potential increase of 133% to 167% compared to the current fiscal year expectations.

Growth Strategy and Market Position

The company's expansion plans across both camera modules and IT hardware segments reflect its strategy to capitalize on growing demand in the electronics manufacturing sector. The significant capacity additions in camera module production and the strong order pipeline for IT hardware demonstrate Dixon Technologies' positioning in key growth areas of the electronics manufacturing industry.

These projections highlight the company's confidence in market demand and its ability to scale operations effectively to meet growing customer requirements across multiple product categories.