1. Capacity doubling to 2,000 looms - Management targets doubling total looms from 1,000 to 2,000 over the next 24 months, with 1,500 looms expected by end-FY27 and planning complete through March 2028. At a capex of ₹350 crores to ₹400 crores, full utilisation generates 2-3x revenue, which on the current ₹389 crore top line implies a path to roughly double the company's scale from the existing asset base.
2. Unit 4B fully operationalised - All 160 high-speed waterjet looms at Unit 4B were commissioned by 24 March 2026, adding \~5 crore metres of incremental annual capacity. Management expects these looms to contribute around INR60 crores to INR70 crores of incremental revenue per year at full utilisation by FY27, layering \~15-19% revenue growth onto the current base.
3. Unit 4 ramping to full utilisation - Unit 4's 348 looms were fully operational by October 2025 and ran at 78.11% utilisation over the eight months to March 2026. Closing the gap to the 90% maximum achievable utilisation across the fleet adds volume without further capex, lifting blended utilisation and spreading fixed costs over more metres.
4. Raw material cost tailwind - Cheaper Chinese raw material became available after BIS restrictions were removed in December 2025, with management expecting a better gross margin in Q4 FY26 versus Q3. Lower input costs on the existing revenue base expand gross margin before any volume growth from new looms kicks in.
5. Product mix shift to value-added fabrics - Value-added products already represent 20-25% of production capacity, and the company plans to introduce RPU-coated fabrics and enter technical textiles. Moving the mix toward higher-realisations products lifts blended realisation per metre, which management expects to stay at ₹16-plus in coming quarters.