• Bloom Energy demand: Management dismissed market speculation regarding paused projects, confirming that Bloom represents 50% to 55% of the order book and has requested accelerated capacity ramp-ups.
• Order book target: After securing over ₹2,600 to ₹3,000 crore in orders during the quarter, MTAR stated its ₹5,000 crore year-end order book target is conservative and will be exceeded.
• FY27 financial guidance: The company maintained its 50% to 80% revenue growth guidance and expects EBITDA margins to progressively improve quarter-on-quarter to reach 24% by year-end.
• Segment diversification: Beyond clean energy, which is expected to account for 70% of FY27 revenue, MTAR is expanding in aerospace, civil nuclear, defense, and enters the oil and gas vertical by September.
• Promoter shareholding: Following recent stake trims, promoter holding is estimated to stabilize around 28% to 30%, which management stated will not affect the company's professional operations.