• Revenue growth guidance: After closing FY26 with a 4% top-line decline, GNA Axles expects 16% to 18% year-on-year growth (and over 20% total growth) in FY27, targeting ₹1,750 crore in total revenue.
• Cost pass-through and margins: US tariffs are settled at 25% and fully reimbursed by customers, while backdated negotiations for surging steel, energy, and carbide tooling costs are expected to close in Q1, supporting sustainable margins above 15%.
• Passenger vehicle diversification: The passenger and light vehicle segment is projected to contribute ₹225 to ₹240 crore to FY27 top line, driving diversification away from cyclical commercial vehicles across global markets.
• Capacity and capex: The company maintains 30% spare forging and heat-treatment capacity, continues to invest ₹80 to ₹90 crore annually in machining de-bottlenecking, and has spent over ₹40 crore on a 13–14 MW DC solar project commissioning within 2 to 3 months.