• Capacity expansion timeline: MTAR Technologies is executing a major capacity expansion to meet long-term demand from Bloom Energy, with the new facility scheduled to be operational by March of next year.
• Revenue growth guidance: Management is confident in sustaining a 50% growth rate over the next three years, driven by strong order visibility across fuel cells, nuclear, space, and data center segments.
• Nuclear and aerospace: The company currently holds its highest-ever order book in its nuclear division and is seeing significant expansion in aerospace exports with multinational clients.
• Oil and gas: A state-of-the-art facility supporting long-term contracts with Weatherford and other customers is scheduled for commissioning by September.
• Operating margin outlook: Margins are expected to improve year-on-year to approximately 24% (plus or minus 100 basis points) next year, supported by operating leverage and a favorable product mix.