• Global supply chains: The ceasefire is expected to ease Middle East shipping hurdles and high freight rates within one to three months, stabilizing petrochemical and aluminum supplies and restarting stalled global projects.
• Export revenue target: After exports contributed 16% of total turnover last year, the company plans to increase this share to 18–20% this year and exceed 20% next year through aggressive geographic expansion.
• Data center demand: Planned mega data center capacities of 7–8 gigawatts over the next five years in India present a major growth driver for wires and cables to power artificial intelligence infrastructure.
• Growth and margins: Management projects revenue growth of around 20% and has guided for EBITDA margins of 10.5–11%, aiming to outperform both targets.