• Margin sustainability: EBITDA margins of around 36.5% are expected to hold steady, supported by operating leverage from recent hiring, improved tooling utilization, and high-margin segments like nuclear and semiconductors.
• PCA product pipeline: The Precision Component and Assembly division is moving approximately 515 new products into production mode, which management expects will generate substantial new revenue and margin expansion.
• Capex and fundraising: While capex was initially budgeted lower, the company may accelerate capital expenditure to stay ahead of robust aerospace and semiconductor demand, potentially raising funds if necessary.
• Order book execution: Unimech holds an order book of over ₹280 crore, with approximately ₹210 crore to ₹220 crore scheduled for execution within the current financial year across its tooling and PCA divisions.