• Revenue growth guidance: Carraro India expects full-year FY27 revenue growth of 8% to 10%, supported by steady domestic demand, favorable monsoon conditions, and a strong order pipeline.
• Export mix normalization: Following disruptions in Q1, export operations are improving in Q2, with management aiming for exports to recover to 33–34% of total revenue for the full year.
• Margin expansion outlook: Operating margins are expected to exceed 11% in FY27 (up from 10.8% previously) and target close to 13% in 2.5 to 3 years, though recovery speed depends on the 2-to-3-month lag required to pass through 5–6% inflation costs to OEMs.
• Long-term revenue target: Driven by farm mechanization, co-designed prototype programs, and the transition toward 4-wheel drive systems, the company sees visibility to achieve ₹3,500 to ₹4,000 crore in revenue by FY29–FY30.