TRANSFORMERSANDRECTIFIER / guidance tracker

Keep management guidance in view.

Transformers and Rectifiers · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

FY27 revenue target of ₹3,250 crore

Management guided for FY27 revenue of approximately ₹3,250 crore, implying 35-40% growth over FY26.

revenue

EBITDA margin to remain 15-17% with 200-300 bps uplift from backward integration

Margins expected in 15-17% range; backward integration to add 200-300 bps over medium term.

margins

Capacity expansion to 75,000 MVA by FY28

Changodar plant to start in Q2 FY27, Mora plant by Q3 FY27; total capacity to reach 75,000 MVA.

expansion

Selective order intake limited to 24-month delivery

Company will only accept orders with delivery within 24 months to maintain margin discipline.

growth