GOODLUCK / guidance tracker

Keep management guidance in view.

Goodluck India · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

FY27 revenue growth of 14-15%

Management expects consolidated revenue growth of 14-15% in FY27, driven by defense and value-added products.

revenue

Defense revenue of ₹250-300 crore in FY27

With 75-80% utilization of current 1.5 lakh shell capacity, defense revenue is expected to be ₹250-300 crore.

revenue

Capacity expansion to 6 lakh tonnes

Adding 40,000-45,000 tonnes capacity in GI conduit pipes and fork tubes within 9-12 months.

capex

Defense EBITDA margin of 30-35% sustainable

Management reiterated that normalized defense EBITDA margins will be 30-35%, not the elevated Q4 level.

margins