Dipan Mehta positive on IndiGo, EMS, Dixon Tech; sees long-term value

• Elixir Equities' Dipan Mehta is positive on IndiGo, citing its market leadership, capacity expansion, and growing international revenue, despite recent turbulence.
• Mehta believes IndiGo's core drivers are intact, with potential for ₹10,000-11,000 crore profits, making its current valuation attractive for long-term investors.
• He cautions on IndiGo's near-term due to operational disruptions and currency pressure, advising it's "not for the weak-hearted" but offers returns over 3-5 years.
• Mehta remains constructive on the EMS sector, despite valuation scrutiny for players like PG Electroplast and Amber, viewing valuation compression as healthy.
• Dixon Technologies is a major holding for Elixir Equities; Mehta notes its volatility is more manageable for investors with a low initial buy price.

Why It Matters: Expert's analysis guides investors on IndiGo, EMS, and Dixon Tech.