• Capacity expansion plans: A new high-tension cable factory operational up to 66 kV is set to open in H2, supported by an 11,000-tonne aluminium capacity addition and plans for an electron beam cable insulation facility.
• Order book composition: The product vertical holds a ₹1,200 crore order book with a 3-to-4-month execution timeline, accounting for 70% of revenue, while the EPC vertical holds ₹2,000 crore with a 3-to-4-year execution horizon.
• Debt reduction strategy: The company is utilizing ₹337 crore from its ₹500 crore fresh issue to prepay borrowings and bring net debt to zero, with future capex over the next 2 to 3 years fully self-funded without new capital raises.
• Commodity price hedging: Margins are insulated from raw material volatility through price variation clauses in contracts or by hedging copper and aluminium positions on the London Metal Exchange.