Primark 10-15% growth visibility for next year
Single largest customer (Primark) expected to deliver 10-15% growth driven by vendor consolidation benefits and increased India sourcing. UK-EU FTAs strengthening competitiveness.
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PDS · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
growth
NIT Gallery targeting 40-50% growth next year
NIT Gallery factory (currently ~₹250 crore revenue, 4-5% PBT margin) expects 40-50% growth without significant capex, leveraging PDS process systems and India FTA tailwinds.
US business targeted to make first profit in Q4 FY26
US vertical targeting first profit in Q4 FY26 with $1 million+ profit target. Cumulative year still in loss but break-even achievable this quarter.
Gross margin improvement trajectory of ~50bps annually
Management sees 45bps improvement in 9-month period as sustainable; targeting ~50bps annual margin expansion through procurement efficiencies and mix optimization.