• FY27 growth guidance: Revenue growth guidance has been raised to 80% with EBITDA margins projected around 24%, supported by strong order visibility up to the ₹5,000 crore mark. Clean energy is expected to account for 70% of FY27 revenue alongside growing order books in nuclear and defence.
• Promoter share sales: Management clarified that recent marginal share sales were conducted by non-core promoter categories and do not pose any hindrance to the company's growth outlook.
• Indigenization strategy: Leveraging a 45-to-50-year track record in import substitution, the company continues to develop prototypes and scale volume production across defence, nuclear, and aerospace verticals over the next 3 to 4 years.
• Raw material pass-through: Profit margins remain protected against exotic metal price inflation through built-in price escalation clauses and pass-through bill-of-materials structures across key segments like nuclear.