FY26 Revenue Growth: Mid-Teens
Management reiterated full-year guidance for mid-teens revenue growth, consistent with outlook maintained over past three quarters, supported by recovery across construction and small agriculture segments.
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FY27 Revenue Growth: Mid-Teens
Given construction and small agriculture in recovery phase and large agriculture seeing worst behind, FY27 is expected to deliver mid-teens growth as well.
EBITDA Margin: 20% Sustainable Through Cycle
Management reinforced confidence that 20% EBITDA margin profile is sustainable over the cycle, with 9-month FY26 EBITDA nearly 10% higher than full-year FY25.
Capex: 2.5-3% of Revenue
Annual capex expected to remain within 2.5-3% of revenue range, with sufficient existing capacity to support near-term growth; Mexico and India warehouses expanding capabilities.
FY27 growth in line with FY26 (~21%)
Full year FY27 revenue growth expected to match FY26's ~21% growth, supported by improving industry cycles, execution of new business awards, and gradual recovery across end markets.
H2 FY27 stronger than H1 FY27
Sequential improvement expected through FY27, with Q1 in line with Q4 and H2 delivering better performance than H1, consistent with construction market trends.
EBITDA margins sustainably above 20%
Management comfortable operating above the 20% EBITDA margin floor, though exact Q4 24% level dependent on volume ramp-up pace and delivery channel mix.
Capex at 2.5-3.5% of revenue
Maintenance and growth capex to remain within 2.5-3.5% of revenue range, with investments focused on balancing capex only when new business requires additional capacity.