Q4 EBITDA margin targeting 14-15%
Management expects margin recovery to 14-15% in Q4 FY26 as new product lines (tipping jack, extruded axle, export components) scale and one-time trial costs normalize.
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Tipping Jack Revenue Target: 45-50 crore in FY27
With 300-350 kits/month average and realization value of 1.2-1.3 lakh per kit, management projects 45-50 crore revenue in FY27, ramping to full 800 units/month capacity within a year.
Export Contribution Roadmap: 5% FY26 → Double-digit by FY28
9-month FY26 exports at 4% of revenue (+14% YoY); existing customer volume ramp and new tier-one approvals expected to drive 5% full-year target and double-digit contribution by FY28.
Tractor Segment Target: ~15% of Revenue in 1.5 Years
Currently ~11% revenue from tractors; management aims to reach 15-16% contribution within 18 months through new customer additions and content expansion with existing OEMs.
Revenue growth of ~22% in FY27
Management expects FY27 revenue growth similar to Q4 FY26's 22% YoY, subject to sustained demand.
EBITDA margin of 14-15% in coming quarters
Management guided for EBITDA margin between 14% and 15% in the near term, despite commodity headwinds.
Tipping jack sales ramp-up: 300 units by Q1 end, 500 units in Q2 and Q3
Targeting 300 tipping jack units by end of Q1 FY27, and 500 units per month in Q2 and Q3.
Seamless tube facility commissioning by Q4 FY27
The seamless tube plant is expected to be commissioned by Q4 FY27, with revenue contribution from FY28.