• Q1 financial performance: The company posted a 17% increase in profit, 24% revenue growth, and 38% EBITDA growth, driven by strong backlog execution.
• US hyperscaler order: Black Box secured a ₹1,240 crore order from a US hyperscaler, positioning itself to capture a 10% addressable share of the estimated $1.6 trillion digital and AI infrastructure spend over the next four years.
• Order booking guidance: Management has guided for quarterly order inflows between ₹1,250 crore and ₹1,350 crore, a 50% year-on-year increase in bookings, and 25% organic revenue growth for the full year.
• Margin protection: Despite higher staffing and training costs, the company expects to maintain its 10% operating margin guidance by passing cost increases through to customers via partnership-based pricing.