• Product mix shift: The contribution of value-added products to the revenue mix is projected to increase from around 25–30% to approximately 50%.
• Profitability target: Management reaffirmed guidance to double net profit from around 550 crores in FY25 to more than 1,100 crores by FY28.
• Birla Tyres scaling: Revenue from the tyre business is projected to surge from 187 crores last year to over 3,000 crores within the next 3–4 years as production ramps up.
• Specialty carbon black: The company is targeting an 85–90% capacity utilization rate on its incremental specialty carbon black capacity for the current year.
• ROCE outlook: Management expects to sustain a return on capital employed above 30% over the next 2–3 years across its ongoing capital expenditure plans.