• Cost and margin pressures: Escalating freight, petrochemical, and packaging costs due to geopolitical tensions are currently impacting margins by 2%, with the hit potentially expanding to 3% or more in the second quarter before price hikes can be passed on to customers.
• Revenue growth outlook: Following 19% revenue growth and 6% net profit growth in FY26, the company targets top-line growth of 17% to 18% in FY27, supported by recent capacity additions.
• Capex and utilization: The company plans to invest around 450 crore rupees in capex this year—matching last year's investment—while maintaining plant capacity utilization at approximately 85% alongside expanding capacity.
• Export performance: Exports stand at around 300 crore rupees, representing roughly 10% of total revenue, and the company expects to sustain this 10% share with no major hit from Middle East disruptions.