FY27 revenue guidance tracker
3252 management guidance items across earnings pages.
Blue Water Logistics · Revenue doubling in FY27
Management expects to double revenue in FY27, continuing the ~97% growth trajectory seen in FY26.
Q4 FY26Blue Water Logistics · NVOCC revenue share to reach 20% in FY27
The NVOCC segment (ISO tanks) is expected to grow from 8% to 20% of total revenue in FY27.
Q4 FY26Blue Water Logistics · Air freight revenue share to reach 30% in FY27
Air freight segment share is expected to increase from 13% to 30% in FY27.
Q4 FY26Anlon Technology Solutions · Revenue growth of 50-100% expected in FY27
Management indicated that growing 50-100% should not be a question, citing strong demand and order pipeline.
Q4 FY26Anlon Technology Solutions · Manufacturing share to increase to 65%
Management stated manufacturing and assembly will grow to 65% of revenue, up from 50% in FY26.
Q4 FY26Chembond Chemicals · Revenue growth to continue with all four quarters above 100 crores possible
Management expects Q1 FY27 to be slower than Q4 but each quarter to improve YoY, with potential to cross 100 crores quarterly.
Q4 FY26Chembond Chemicals · Volume growth guidance: water chemicals ~10%, construction chemicals 15-20% in Q1 FY27
Management provided volume growth expectations for the first quarter of FY27, driven by new customer contracts.
Q4 FY26Chembond Chemicals · Aspirational target of 1,000 crores revenue in 4 years
Management reiterated the long-term goal to triple revenue, driven by geographical expansion, construction chemicals scaling, and cleaning & hygiene turnaround.
Q4 FY26Kfin Technologies · FY27 consolidated revenue growth 24-25%
Management expects top-line growth of 24-25% for FY27, driven by international business (60%+ organic growth) and domestic MF recovery.
Q4 FY26Kfin Technologies · FY27 EBITDA growth 16-17%
EBITDA expected to grow 16-17% in FY27, with margins around 39-40% as cost optimization offsets Ascent drag.
Q4 FY26Kfin Technologies · FY27 PAT growth ~10%
PAT growth expected around 10% for FY27, with potential upside if markets recover.
Q4 FY26Kfin Technologies · International organic revenue growth 60%+
International business (ex-Ascent) expected to grow over 60% organically in FY27, driven by new large fund wins and Philippines contract execution.
Q4 FY26Delhivery · CapEx/revenue to decline to ~4%
Management expects capital intensity to continue declining from 4.7% to around 4% of revenue, driven by network utilization improvements.
Q4 FY26Delhivery · New initiatives investment of INR 130-160 crore in FY27
Delhivery plans to invest INR 130-160 crore in new businesses like Delhivery Direct (intracity on-demand logistics) and Rapid, targeting a INR 200 crore external GMV run rate.
Q4 FY2620 Microns · 18% revenue CAGR over next three years
Management targets 18% compound annual growth rate in revenue over the next three years, driven by specialty products and capacity expansion.
Q4 FY26Aakaar Medical Technologies · Zelix clinic target of 50 by FY27 end
Target to onboard 50 clinics under the Zelix partner clinic platform by end of FY27, with minimum monthly business of ₹3-4 lakh per clinic.
Q4 FY26Abha Power · Higher double-digit revenue growth in FY27
Revenue growth expected to be higher double-digit in FY27, driven by capacity expansion and new orders.
Q4 FY26Abha Power · New railway components to contribute 10-12% of revenue in FY27
Two newly developed railway coach components are expected to contribute 10-12% of revenue in FY27.
Q4 FY26Aegis Vopak Terminals · Throughput growth guidance of 30-40% YoY for FY27
Management expects throughput to grow 30-40% year-on-year in FY27, consistent with historical trends.
Q4 FY26Aegis Vopak Terminals · Capex of ~$1.2 billion by end of FY27, ~₹5,000 crore in FY28
Aggregate capex will reach approximately $1.2 billion by end of FY27, with FY28 capex expected around ₹5,000 crore.
Q4 FY26Aegis Vopak Terminals · JNPT liquid expansion first phase operational in Q1 FY27
First phase of 318,100 cbm liquid expansion at JNPT expected to be operational in Q1 FY27, contributing from Q2.
Q4 FY26Aegis Vopak Terminals · Pipavav ammonia terminal commissioning in H1 FY27
India's first independent ammonia terminal at Pipavav (36,000 MT) expected to be commissioned in H1 FY27.
Q4 FY26Aether Industries · EBITDA margin guidance of 29-30% for FY27
Management expects EBITDA margins to remain stable between 29% and 30% in FY27, with PAT margins around 19-20%.
Q4 FY26Aether Industries · Capex of ₹3,000-3,500 crore for FY27
Capital expenditure for FY27 is guided at ₹3,000-3,500 million, primarily for site 5 and the new R&D facility.
Q4 FY26Aether Industries · Working capital target of 160 days by FY27 end
Management targets reducing working capital days to around 160 by end of FY27, from 179 days as of March 2026.
Q4 FY26Aether Industries · CRAMS + CM to reach 70% of revenue in 3-4 years
Management reiterated the target of 70% revenue from CRAMS and CM business models over the next 3-4 years, up from 55% in FY26.
Q4 FY26AFCOM Holdings · Two narrow-body aircraft (B737) to be operational by Q1 FY27
Fourth and fifth aircraft will be operational before the next quarter (Q1 FY27).
Q4 FY26AFCOM Holdings · One wide-body aircraft (B777) operational by Q4 FY27
First wide-body will be operational in the last quarter of FY27, with conservative revenue estimate of 3x current 737 per month.
Q4 FY26AIA Engineering · Sustainable realization of ₹165/kg
Management indicated that the Q4 realization of ₹178/kg is not sustainable due to one-off product mix and forex gains; a normalized level of ₹165/kg should be used for modeling.
Q4 FY26AIA Engineering · Capex outflow of ₹150 crore in FY27
Total capex expected to be between ₹60-100 crore for maintenance and balancing equipment, plus ~₹30 crore to complete renewable energy projects, totaling around ₹150 crore.
Q4 FY26AIA Engineering · No volume guidance for FY27
Management declined to provide specific volume growth guidance, citing early stage of the new solution adoption and macro uncertainty.
Q4 FY26Ajanta Pharma · Revenue growth of high-teens for FY27
Management expects overall revenue growth in the high-teens range, driven by recovery in Asia and Africa, while US generics moderate.
Q4 FY26Ajanta Pharma · EBITDA margin of ~27% for FY27
EBITDA margin guidance of 27% ±1%, factoring in investments in MR additions, R&D, and higher freight/raw material costs from Middle East conflict.
Q4 FY26Ajanta Pharma · Capex of ~INR 400 crore for FY27
Capex includes INR 150 crore maintenance and INR 250 crore for capacity expansion at existing sites.
Q4 FY26Ajanta Pharma · US generics mid-single-digit growth in FY27
US generics expected to grow at mid-single digits due to high base and seasonal flu product impact; 4-5 new launches planned in H2.
Q4 FY26Akums Drugs · CDMO double-digit volume growth in H1 FY27
Management expects continued double-digit volume growth in CDMO for the first half of FY27, with visibility of 45-60 days.
Q4 FY26Akums Drugs · Zambia contract to commence by Q2 FY27
Commercial supplies of approximately USD 25 million from Indian facilities to Zambia expected to start by end of Q2 FY27.
Q4 FY26Akums Drugs · Capex target of ₹300 crore for FY27
The company plans to spend around ₹300 crore on capex in FY27, primarily for oral solid capacity expansion.
Q4 FY26Akums Drugs · API losses to reduce sharply in FY27
Management expects API segment losses to come down significantly in FY27, though full-year EBITDA may still be negative.
Q4 FY26Alembic Pharmaceuticals · Low double-digit consolidated revenue growth in FY27
Management targets low double-digit topline growth for FY27 at consolidated level.
Q4 FY26