• Advanced materials outlook: The segment is guided to grow at 18% to 20% with EBITDA margins of 15% to 16%, driven by a favorable product mix and operational synergies.
• Dalco acquisition terms: The debt-funded transaction will be deleveraged back to previous levels over an 18-month period, with the remaining 39% stake scheduled for acquisition in two tranches over two and four years at an EBITDA multiple slightly below 7.75x.
• Input cost pressures: Severe cost inflation across cotton, yarn, dyes, chemicals, and petroleum-based inputs will create margin pressure in the first half of the year until product pricing catches up to offset these increases.
• Medium-term growth: The company targets overall double-digit revenue growth and gradual margin expansion over the medium term, projecting first-half performance to be marginally better than the prior year despite macroeconomic and geopolitical uncertainties.