Engineering segment H2 revenue and margins to mirror H1
Management expects the first-half performance (revenue growth ~7%, margins ~4.8%) to broadly continue in the second half of FY26.
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revenue
Chemical segment 9-10% YoY revenue growth for FY26
Management guided for 9-10% year-on-year growth in the chemical segment for the full year, maintaining favorable profitability mix.
Roha plant full commissioning by end of FY26
The greenfield resin plant at Roha will be fully commissioned by the end of the financial year, with gradual scale-up over 3-4 years.
Capex guidance of ₹80-100 crore (ex-Roha) for FY26
Excluding the Roha plant, total capex for the year is expected to be around ₹80-100 crore, primarily in existing manufacturing and membrane facilities.
Q4 engineering revenue to improve sequentially
Deferred international project dispatches expected to execute in Q4, boosting revenue and profitability.
Roha plant 25% capacity utilization in FY27
Management expects to achieve 25% capacity utilization of the Roha resin plant in the next financial year.
Consumer products division near breakeven in FY27
With continued 30% growth and investment, the division could approach breakeven next year.
Roha plant 25% capacity utilization in FY27
Management expects to achieve 25% capacity utilization at the Roha plant in the first full year of operation, despite short-term raw material headwinds.
Consumer products division to break even or achieve low single-digit profit in FY27
Management expects the consumer products division to at least break even or post a small profit in FY27, driven by continued revenue growth and operational improvements.
Legacy project to be completed in FY27
The legacy project (Sri Lanka) is expected to be completed by the end of Q2 FY27, with the balance execution continuing in the current financial year.
Maintenance capex of INR 30-40 crore in FY27
Management guided for routine maintenance capex of INR 30-40 crore in FY27, with no major new capex planned unless for further expansion.