FY27 Revenue Target: INR 600 crore
Management reiterated full-year FY27 revenue guidance of INR 600 crore based on strong order book execution and pipeline conversion.
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FY27 EBITDA Margin: 16-18%
Company targets EBITDA margin of 16-18% for FY27, up from 16.3% in Q1, driven by higher engineering and EPC contribution and operational efficiencies.
Solar Revenue FY27: INR 50-60 crore
Four solar sites operational with remaining on track for Q2 FY27 commissioning. Commercial operations in Q3 FY27. Peak contribution expected at INR 80-90 crore annually.
Defense Revenue FY28: INR 300-350 crore
Amraati defense facility to commence production Q4 FY27 with initial target of INR 70-100 crore, scaling to INR 300-350 crore in full FY28 with 30-35% PAT margins and 45-50% EBITDA margins.
Aerospace Revenue FY27: INR 100 crore
JV with JR UAV Europe and JR UAV Japan through JR UAV Limited targeting INR 100 crore revenue from Q3 FY27 UAV component manufacturing. Capital structure to be disclosed later.
FY27 Revenue Growth Target: 35-40%
Management targets approximately 35-40% revenue growth for FY27 from current levels, supported by strong order book execution and new vertical ramp-up.
FY27 PAT Margin Target: 10-12%
Expected PAT margin of 10-12% for FY27 as the company scales capital-intensive businesses while maintaining operational efficiency.
Defense Revenue Guidance: ₹125-150 Crore (H2 FY27)
First stage defense plant expected to commence commercial production by September-October 2026, contributing ₹125-150 crore for partial year (H2), scaling to ₹300 crore annual potential at full utilization.
Solar Annual Revenue: ₹75-90 Crore + ₹110 Crore Subsidy
650 crore solar project (PPA with Maharashtra government) will generate ₹75-90 crore annual revenue with 110 crore subsidy, 5-year payback period.
FY27 Revenue Target: Rs 1,600 crore (+30-40% YoY)
Management targets approximately Rs 1,600 crore revenue for FY27, representing 30-40% growth over FY26's Rs 1,090 crore, supported by strong order book and pipeline conversion.
PAT Margin Target: 10-12%
FY27 PAT margin guidance of 10-12% will require approximately 17-18% EBITDA margin, to be achieved through better project management and higher operational efficiency from ongoing projects.
Defense Revenue Contribution: 5-10% of FY27
Defense segment expected to contribute 5-10% of total FY27 revenue (approximately Rs 80-160 crore), with first contributions starting from Q3-Q4 FY27 following licensing completion.
Debt Addition: Rs 300-350 crore by FY27
Consolidated debt expected to increase by Rs 300-350 crore by FY27 end, primarily for solar and defense capex, along with working capital requirements.