NSE:ROSSTECH management interview: Rossell Tech CEO On Explosive Growth: Revenue Surge Driven By Aerospace & Semiconductors | ET Now
ET Now, 2026-05-19. Video: https://www.youtube.com/watch?v=cDCx_2-T1ug
- EBITDA margin expansion: Current margins of 15% are projected to rise to 18%–20% (with an eventual range of 18%–22% across all verticals) as products complete first article inspections and transition into commercial production.
- Order book visibility: The company holds ₹750 crore in purchase orders to be executed over the next two years, along with ₹3,000 crore in strategic agreements executable over three to five years and ₹4,500 crore in submitted bids.
- Revenue mix shift: Management expects the revenue split to balance from 60% aerospace and defense and 40% non-aerospace to 50-50, powered by a 300% to 400% top-line growth in the semiconductor vertical this year.
- Value chain strategy: Rossell plans to transition into electromechanical system integration by late 2028 or early 2029 to significantly increase its product content and revenue share across platforms.