EBITDA margin maintenance in 18-20% band
Management guided that EBITDA margins as percentage of sales will be maintained in the 18-20% band despite high growth, with quarterly variations due to seasonality and product mix.
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Unitech JV production timeline: 15-18 months
The JV facility in Hyderabad for industrial cylindrical roller bearings will have significant production within 15-18 months, with equipment arriving in 12 months and stabilization taking additional few months.
Capex completion: 2-2.5 years for ₹270 crore
Total sanctioned capex of ₹270 crore (₹100 crore new plant, ₹110 crore JV, ₹70 crore Mahant) will be completed over 2-2.5 years with staggered deployment each quarter.
Aerospace margins at ~30% EBITDA
Aerospace business expected to generate approximately 30% EBITDA margins, significantly higher than traditional segments, supporting overall margin profile.
International business growth 10-14% in FY27
Management expects international business to grow 10-14% (possibly 15%) in FY27, up from 4% in FY26.
Capex of ₹120 crore in FY27
Capex for FY27 is expected to be around ₹120 crore, including land acquisition, as part of a ₹240 crore plan over 18 months.
Revenue aspirational goal of ₹2,500 crore in 5 years
Management reiterated an aspirational goal of ₹2,500 crore revenue in 5 years, becoming more concrete.
EBITDA margin maintained at 18-21%
Management aims to maintain EBITDA margins consistently between 18% and 21% over the next 5 years.