Trishakti Industries · tone and specificity signals across the available quarters.
Language signals
We have quadrupled our fleet in the past four to five months... this is the reason why our ARR has gone up significantly. And of course if we have created a 200 crore segmental assets in our books for heavy equipment hiring then this is the reason why we will be surpassing our guidance for this financial year.
The major reason why we are clocking 70% EBITDA margin is that we don't have to pay for any kind of maintenance for the first 3 years because it's covered by the OEMs only. This is the major reason why we are clocking the 65 to 70% range but eventually post 3-4 years when the maintenance also kicks in then we'll be gaining around 60 to 65% of margins.
The demand is extremely high right now... in the renewable industry segment the demand is skyrocketing like anything. So be it in the solar part and the battery storage plants as well... since a lot of new plants are coming up for those things, they need a lot of heavy machineries.
We are in the view of a structural multi-decade infrastructure buildout across roads, railways, renewable energy, urban infrastructure and industrial capacity.
The demand side is not the issue for us. It's just that the availability of the machines will be an issue for us in future when it comes to more than 500 tons of machines.
Our FI27 order book is currently standing at 62 odd crores and whatever overtime we will be generating will be added to this.