Q1-FY26 · Sanjiv Varma
We are confident of reaching $100 million of backlog by end of the fiscal year. We're also targeting to book orders worth $1 billion in FY26.
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We are confident of reaching $100 million of backlog by end of the fiscal year. We're also targeting to book orders worth $1 billion in FY26.
Our guidance of 9 to 9.2% EBITDA margin in FY26 remains intact.
We expect that the burn rate would be better because we baked in last 3-4 months of order books that has come through that has not gone into revenues.
We have revised revenue guidance from the expected range of INR 6,750 to 7,000 crores to now INR 6,325 to INR 6,375 crores.
The data center ecosystem is currently witnessing heightened industry gravity which has resulted in shortages across several critical inputs including optical fibers, cables, GPUs, racks etc.
We are expecting to add around 500 crores of revenue in FY27 and expect to complete integration and synergy within 90 days of closing.