• Growth target outlook: The company expects consistent 20–25% growth across both top line and EBITDA over a three-year roadmap, supported by aerospace, industrial, and automobile segments.
• OSAT guidance revision: First-year OSAT revenue guidance was conservatively adjusted to ₹250 crore due to machine delivery delays and pending customer approvals, with a target to scale to ₹1,000 crore over three years.
• Smart meter receivables: Meter supply orders are secured for the full year with AMISP clients, and management expects to resolve installation delays and recover outstanding collections within two to three quarters.
• Operating cash flow: While standalone EMS operations generated ₹265 crore, management expects consolidated operating cash flow to turn positive across the next three quarters.
• Kavach railway orders: Potential large Kavach railway contracts have not been factored into the current year's baseline business plan beyond trial orders, treating any finalized deals strictly as upside.