• Raw material inflation: Rising copper prices and currency depreciation are escalating PCB component costs, which will ultimately be passed to end consumers with temporary margin impacts offset by exports and higher-margin ODM or medtech products.
• Component lead times: Delivery timelines for select controllers and chips have stretched from 18–24 weeks to 36–42 weeks due to geopolitical tensions, Middle East supply chain disruptions, and memory chip shortages.
• Export mix target: Driven by strong global customer interest in non-China supply chains, the company plans to increase exports from approximately 25% of total production to 30–33% in the coming years.
• Financial growth targets: Management is targeting 30% plus growth in both revenue and EBITDA with positive operating cash flow, while keeping the working capital cycle stable between 55 and 65 days.