$2 Billion Revenue Target by FY30
Company reaffirmed its five-year strategic plan to create a $2 billion (₹16,600 crore) revenue enterprise by FY30, positioning this as a doubling from approximately ₹7,200 crore last year.
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Kirloskar Oil Engines · forward-looking guidance across the available source record.
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What management said would happen.
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Data Center Order Execution in FY27
The 192MW hyperscale data center order will see gen-set supply revenue recognized within this financial year; the associated O&M contract extends for 5-6 years.
International Business Recovery in 3-6 Months
Management expects international demand and fulfillment to normalize within 3-6 months as Middle East logistics queues reopen and supply chain issues resolve.
Margin Improvement Trajectory
Management committed to improving EBITDA margins going forward, having improved margins by over 400bps in the past 3 years, with ongoing pricing actions and cost optimization expected to drive further gains.
$2 billion revenue target by FY2030
Management reiterated its five-year vision to become a $2 billion company by fiscal year 2030, requiring approximately 3x growth from current levels. This will be driven by focus on advanced products, aftermarket, and exports.
Margin improvement trajectory
Focus areas of advanced products, aftermarket, and exports are identified as margin levers. HHP mix increasing within power gen should support gross margin expansion from current 35% level. Slight standalone EBITDA margin improvement expected post B2C restructuring.
Rs 700 crore capex deployment
Company has a capex plan deploying Rs 700 crore to ramp up operations across business segments. Capital allocation is underway with actions to be disclosed post board meetings.
NPCIL and marine order execution over 2 years
Large nuclear orders worth Rs 798 crore (basic value) for 6.3 MW gen sets from NPCIL and marine segment will be executed over the next 2 years. None of these were executed in Q3.