NSE:INDOMIM management interview: INDO-MIM के Q1 नतीजे कैसे रहे? CFO P Balasubramanian से समझिए! | Know Your Company
CNBC Awaaz, 2026-08-19. Video: https://www.youtube.com/watch?v=_wa7bCU6M60
- Revenue and Margins: Consolidated revenue grew 9.4% year-on-year and profit rose 32%, driven by favorable currency movements, operating leverage, and a richer mix of high-margin defense (30%) and medical (20–25%) components.
- Global Manufacturing Footprint: The company operates 15 plants across India, the US, the UK, and Mexico to meet local sourcing requirements and regulatory standards, particularly for US military and specialized medical components.
- Tariffs and Macro Outlook: Management sees minimal impact from global tariffs and macroeconomic slowdowns, as Indian shipments remain cheaper than US local production post-tariffs, while electronic component manufacturing benefits from the China Plus One shift.
- Financial Targets: INDO-MIM retained its long-term EBITDA margin guidance of 30–32% and PAT margin guidance of 15–18%, while staying comfortable with achieving ₹5,000 crore in revenue and approximately ₹800 crore in profit by FY27.