FY27 Revenue Growth Target: 18-20%
Management maintained full-year guidance for group revenue growth of 18-20% YoY, building on record Q1 performance.
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revenue
FY27 EBITDA Margin Guidance: ~17-17.5%
Margins expected in 17-17.5% range as management works through inflationary pressures with OEM price increases in coming quarters.
Gasket Division: 17% Growth for FY27
Gasket division expected to grow ~17% for full year after 21% growth in Q1; helped by data center backup generator demand and new customer additions.
Export Contribution Target: 35% by FY28
Currently at ~25% exports; targeting to increase to 35% by FY28 through new OEM relationships (Volvo, JLR plastic components, Cummins) and existing customer expansion.
FY27 Double-Digit Revenue Growth
Management expects double-digit revenue growth for FY27 driven by Q4 recovery and normalized export demand, though exact numbers to be provided in May 2026 post annual results.
Q4 Growth Guidance by Division
Q4 expected growth: Gaskets +15% YoY, Chassis JV +20% YoY, Margo JV +20%+ YoY; Forging +5% YoY as JLR disruption resolves and new European orders activate.
FY27 EBITDA Margin 16.8-17.5%
Management guides FY27 EBITDA margin in 16.8-17.5% range (vs 18% in Q3 which includes one-time benefits), with potential for ~200bps expansion over 3-5 years toward 20% target.
155 Crore Capex in FY27
FY27 capex of 155 crore includes 115 crore for forging (new European order), 53 crore for Maruti Chassis capacity enhancement, and Gujarat greenfield facility (end-2027/early-2028).