• Financial growth guidance: The company is targeting a 10% margin and 15–20% organic revenue growth in FY27, supported by an existing project backlog of approximately $800 million (₹8,000 crore) with a 50% burn rate expected in the next year.
• Brazil acquisition contribution: Following its May 1 close, the Brazil acquisition is set to deliver ₹400–450 crore in revenue over 10 months in FY27, bringing total combined Brazil operations to around ₹700–800 crore.
• AI infrastructure expansion: Revenue from AI-driven infrastructure and hyper-scaler data centers is projected to increase from roughly 10% to 20–25% of total revenue in FY27, with expansion planned in Europe and India.
• Geopolitical risk exposure: Geopolitical tensions in the Middle East pose minimal business risk as North America accounts for 67–70% of overall revenue, where hyper-scaler demand is strong and supply chain constraints have largely been resolved.
• Promoter capital infusion: Promoters contributed around ₹200 crore to a fully subscribed ₹386 crore preferential issue, reflecting strong confidence in the company's order pipeline and execution capabilities.