• Order book expansion: Bajel Projects' order book stands slightly above ₹5,000 crore following two recent PGCIL order wins exceeding ₹700 crore, with project execution timelines typically spanning 18 to 24 months.
• Growth and margins: Management maintained its full-year revenue growth guidance of 15% and is targeting a progression from the current 3.3% EBITDA margin to high single digits by 2030 under its "Rasta 2030" strategy.
• Commodity risk management: The company aims to lower cost of goods sold to 75–77% of revenue, utilizing aluminium hedging and planning zinc hedging, while finding alternative ways to manage unhedgeable steel risks.
• New segments and exports: The firm secured its second data center project near Mumbai for high-voltage infrastructure, while its export project in Egypt has faced delays due to regional conflict in the Middle East.