• Order book and guidance: Backed by an order book of approximately ₹21,000 crore representing nearly four years of revenue visibility, the company expects revenue to grow by around 20% in the current financial year.
• Data center expansion: With fiber capacity running at 100% utilization and an ongoing 25% capacity expansion, data center interconnect products are projected to generate ₹400–500 crore in additional revenue this year and scale to ₹1,000 crore in FY28.
• Margins and input costs: Higher fiber and preform costs were successfully passed on through cable price increases to improve margin percentages, while backward integration into preforms will further support profitability with no material impact from the West Asia conflict.
• Defense segment ramp-up: The defense business is expanding through an acquisition bringing a ₹2,000 crore aerostructure export order book, ₹300 crore in existing in-house orders, and a new ammunition facility being set up on 1,000 acres in Andhra Pradesh.