ATC facility capex of 150 crore
Building construction for ATC's new facility over 18-24 months to support scaling operations as order book extends to 1,000 crore.
LMW / guidance tracker
Keep management guidance in view.
LMW · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
capex
MTD capacity to absorb 15-20% volume growth
Current capacity utilization at 75-80% with headroom to scale without significant additional capex, supporting margin recovery as volume increases.
Textile demand gradual recovery
Management expects spindle installations to pick up gradually driven by state policies and FDA benefits, not expecting sharp uptick but sustained improvement.
MTD growth momentum expected to continue
Management expressed optimism on machining centers, particularly VMCs, where new products introduced over 5 years are expanding market share. With capacity utilization at 75%, there is bandwidth to absorb incremental orders without major capex.
ATC order book building remains on track
Order book grew from Rs 300 crore to Rs 360 crore, deliverable over 18 months. Management continues to see strong RFQ flow despite tariff concerns, with no major push-outs observed as of now.
TMD recovery conditional on customer confidence
While order flow in current year is better than previous 12 months and government policies (PLI, PM Mega Parks) are supportive, actual capex decisions are being deferred due to tariff uncertainty and external geopolitical factors.
No major margin pressure from commodities
Value engineering and alternates being pursued; foundry and ATC have contract-based pass-through mechanisms protecting margins. TMD commodity cost as percentage of machine price is not large.