LOHIA / guidance tracker

Keep management guidance in view.

Lohia · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

Revenue growth target of 20-25% annually

Management believes increasing applications for woven plastic fabrics and non-packaging uses justify 20-25% growth estimate for FY27 and beyond.

revenue

EBITDA margin floor of 20%

Q1 19.9% margin is described as new normal; management internally targets minimum 20% going forward with operating leverage as key driver.

margins

Revenue capacity of ₹2,400-2,500 crore with current facilities

Existing manufacturing infrastructure (with balancing equipment) can support up to ₹2,500 crore turnover; beyond this, major capex of ₹80-100 crore per ₹500 crore incremental revenue would be required.

expansion

R&D spend maintained at 3% of revenue

Company will consistently allocate ~3% of revenue to R&D, focusing on automation, IoT offerings, and confidential 'hero product' development.

ai_strategy