• Financial recovery: After FY26 revenue and PAT dropped by 11.2% and 12.3% due to deferred defense and aerospace orders and U.S. tariffs, management expects to resume historical growth as both issues are now resolved.
• EBITDA margin guidance: Following EBITDA margins exceeding 27%, management aims to sustain margin performance in line with the multi-year average as product mix shifts balance out over time.
• Product revenue mix: Aerospace and defense account for 60% to 70% of the portfolio, while automotive constitutes 15% to 20% and activewear makes up 10% to 15%, with this distribution expected to remain stable over the medium term.
• Customer concentration risk: Although the top 10 clients generate roughly 60% of revenue, the company mitigates risk through multi-product supply to key clients and plans to diversify further through new product solutions and export geographies.