Aerospace 25% CAGR growth
Management expects 25% year-on-year growth in aerospace revenue, with existing capacity sufficient for FY27 and new Andhra plant contributing from FY29.
RAYMOND / guidance tracker
Keep management guidance in view.
Raymond · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
growth
Capex plan of ₹930 crore over 5 years
₹500 crore for aerospace (greenfield in Andhra) and ₹430 crore for precision technology; annual spend ~₹200 crore, funded through internal accruals and debt.
New component addition target of 250-350 per year
Targeting one new component per day; 250-350 new components annually, with 20-25% as sub-assemblies to move up value chain.
Precision tech margins sustainable at ~15%
Excluding one-time gains, EBITDA margins of ~15% are sustainable due to permanent cost synergies and operational efficiencies.