• Bus delivery targets: Olectra has delivered over 4,000 electric buses to date, holds an order book exceeding 8,500 units for the next two financial years, and aims to deliver approximately 2,500 buses in the current fiscal year.
• Electric truck expansion: The company plans to launch an indigenous heavy commercial truck in Q4 of this fiscal year, projecting the overall e-truck market to reach 5,000 to 6,000 units by FY28–29.
• EBITDA margin recovery: Following a compression from 15% to 12–13% caused by energy division export headwinds and raw material costs, management expects margins to recover as cost pressures ease and proprietary platforms scale.
• Legacy dispute resolution: Management reports no risk of order cancellations or balance-sheet impact regarding disputes with BEST and MSRTC, expressing confidence that ongoing stakeholder engagements will resolve the issues.