Bengal Manufacturing Facility Delayed to Q1 FY27
The manufacturing facility linked to Morris Korea subsidiary is slightly behind schedule and now expected to become operational by Q1 FY27 instead of earlier timeline.
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Linc · forward-looking guidance across the available source record.
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What management said would happen.
expansion
Marker Category Pan-India Launch Conditional on Capacity
Marker products currently in 2-3 zones out of 5 domestic zones. Full pan-India rollout will be gradual based on capacity expansion to meet country-wide demand.
ASP Expected to Improve with Higher Price Segment Focus
Despite current ASP pressure from below-5-rupee segment launches, management's medium-term strategy prioritizes 10-rupee and above price segments, which should improve realizations over time.
Q1 FY27 Revenue Trend
Q1 FY27 expected to reflect similar trends as Q4 FY26 with muted corporate gifting orders spanning Q4-Q1 period and continued geopolitical export headwinds.
West Bengal Facility Commissioning
New West Bengal manufacturing facility expected to become operational by Q3 FY27, with meaningful traction anticipated following commissioning for Morris subsidiary.
No Formal FY27 Outlook
Management declined to provide formal FY27 guidance, citing need to await another quarter for better visibility given dynamic operating environment.