• FY27 financial targets: The company is targeting around ₹1,500 crore in top line and over 19% EBITDA margins for FY27, driven by operational leverage from the Anjar, Seamless, and pallet plants.
• Thailand capacity agreement: A capacity reservation deal with a US-based EPC client blocks 60% of capacity with idle-charge protections through 2029, delivering an estimated ₹120–130 crore in annual revenue toward the FY30 target of ₹2,500 crore.
• Anjar plant outlook: The fully commissioned plant is projected to generate ₹240 crore or more at 80% utilization as a 100% domestic import substitute once remaining customer approvals are finalized.
• Order book inflows: The existing order book stands at approximately ₹1,940 crore with over 60% exports, while new order inflows for FY27 are projected to reach ₹2,000 crore split evenly between domestic and export markets.