• Supply chain outlook: Management expects shipping freight rates to the Middle East to normalize within one to three months following the ceasefire, with restored regional production and reopened sea routes helping restart stalled global projects.
• Export revenue targets: After contributing 16% of total turnover last year, exports are targeted to expand to 18% to 20% this year and surpass 20% next year through aggressive expansion into new target markets.
• Data center opportunity: The company is bullish on domestic demand driven by 7 to 8 gigawatts of mega data centers slated for construction over the next five years, which will require substantial wire and cable capacity to support AI-driven power consumption.
• Growth and margins: Management projects revenue growth of around 20% for the fiscal year and has guided for EBITDA margins between 10.5% and 11%, with expectations to potentially outperform these targets.