• FY26 financial performance: Bajel Projects closed FY26 with nearly 3 times profit growth, EBITDA growth exceeding 50%, revenue growth of 26%, and an order book standing at over ₹3,400 crore.
• International project exposure: The current order book is predominantly domestic, with the company taking a cautious approach to its nascent international foray, which includes a joint venture in Saudi Arabia and a 500 KV line order in Egypt.
• Commodity cost management: Most projects are fixed-price contracts where aluminum is well hedged, while rising cost pressures from steel and zinc exposure will be mitigated through internal cost reduction measures.
• Ranjangaon capex rollout: Capacity expansion for towers and monopoles outside Pune is underway across three phases, with Phase 1's galvanizing bath slated for completion by August and 60% to 70% of capex spending scheduled for this financial year.