• Global market position: Lohia Corp manufactures end-to-end machinery for technical textiles and bulk packaging across 100 countries, holding a 40% market share in India and 15% to 15.5% globally.
• Competitive advantages: The company maintains a cost edge by offering European-quality machines at Indian price points, providing dedicated after-sales support, and spending approximately 3% of revenue on R&D and automation to reduce labor intensity.
• Order book visibility: The company holds an order book of ₹1,800 crore as of June 30, representing a 6-to-9-month execution cycle that supports strong growth expectations for the year following a 59% to 60% YoY revenue jump in Q1.
• EBITDA margin outlook: After delivering a 19.9% EBITDA margin in Q1, management expects to sustain margins around 20% going forward, supported by volume growth and operating leverage.