Steel Strips Wheels · forward-looking guidance across the available source record.
Guidance tracker
Management projects 20% revenue growth to ₹6,000 crore in FY27 from existing assets, driven by tractor, truck, and aluminium wheel segments. With US tariff normalization and anti-dumping duties on Thailand/Vietnam competitors, upside to ₹6,500 crore is visible.
New facility at AMW acquired site will add 1.2M aluminium wheel capacity and 0.6M knuckle capacity. Total expansion cost ₹420 crore plus ₹40 crore annual maintenance capex. Facility expected to start operations around Diwali 2026 with commercial supplies by December 2026.
Management targets ₹300 EBITDA per wheel in coming quarters, up from current ₹260, driven by capacity utilization at 100%, better product mix from high-value aluminium and tractor wheels, and recent pricing negotiations with OEMs.
All domestic segments (CV, tractor, aluminium wheels) operating at 100%+ utilization. Q4 expected to deliver record production and sales with March monthly revenue targeting ₹500 crore.