Strong Q2: Rev โน407 cr (+20% YoY), EBITDA โน92 cr (+20%), PAT โน58 cr.
โขOrder Book: โน568 cr โ FY26 fully secured; new orders now for FY27.
โขPipeline: โน1,100โ1,200 cr; quarterly intake target โน200โ250 cr.
โขCapacity: 3 plants ready for โน1,200 cr annual revenue; Kheda Phase-2 completing by Dec.
โขWC Hit: โน150 cr stuck in transit; clears in 4โ6 weeks. Interest spike short-term.
โขMix: Exports 56%; O&G + Petrochem dominate; Heat Exchangers 58%.
โขStrategic Moves: Dubai office active; US market on hold till tariff clarity; first power-sector and turbine-component orders.
โขFY27 Goal: โน1,000+ cr revenue, 20โ25% growth.
โขKey Watch: Order closures by Dec, WC release, Mabel ramp-up, ME traction, tariff decision.
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