* Sales Outlook (FY26): Rs. 860 crore (conservative, potential to exceed). * Profit Outlook (FY26 PAT): Rs. 80-110 crore range (contingent on tariff impact resolution). * Current Order Book: Rs. 875 crore (as of Aug 1), target Rs. 1100 crore by Mar 31, 2026. * US Tariff Impact: Estimated $1-2 million (Rs. 8-15 crore)
* FY26 Revenue Guidance: Consolidated target of Rs. 860 crore, with confidence in exceeding it. * FY26 Profitability Guidance: PAT projected between Rs. 80-110 crore, contingent on tariff resolution. * US Tariff Impact: Potential Rs. 8-15 crore hit on PAT due to increased US tariffs (now 50%) on existing fixed-price orders. New orders
Key Facts: * Sales Outlook: Targeting Rs. 860 crore revenue for FY26, with confidence to exceed slightly. * Profit Margin Outlook: Projecting Profit After Tax (PAT) between Rs. 80-110 crore for FY26, highly dependent on US tariff resolution. * Tariff Impact: Current 50% US tariff could impact PAT by $1-2 million; however, new
Key Facts: * FY26 Revenue Outlook: Rs. 860 crore (conservative). * FY26 PAT Outlook: Rs. 80-110 crore, dependent on US tariff resolution. * Consolidated Order Book: Strong at Rs. 875 crore. * New US Plant: Houston facility expected by 2026 to mitigate tariff impact. * Strategic Acquisitions: WesTech and a UK company to drive segment
* **Sales & Revenue Outlook:** HGS anticipates revenue profile improvement by Q4 FY26, driven by a strategic shift towards higher-margin digital services and AI-enabled operations. The Americas sales pipeline already shows over 55% in digital services. The CelerityX broadband division, a key growth driver, aims to contribute "well into double
* Outlook for Sales: Digital services pipeline exceeds 55% in Americas; CelerityX broadband contribution expected to reach double digits by FY26 end; aim to bring fiber broadband to 6 lakh villages in 3 years. * Outlook for Margins: Prioritizing margin expansion through digital services and AI adoption; expecting improved margin profile from
* Prioritizing margin expansion over topline growth for sustainable profitability. * Digital services pipeline in the Americas exceeds 55%, signaling future high-margin revenue. * AI-enabled operations expected to drive significant efficiency gains and cost reductions. * Broadband business (CelerityX) projected to contribute 'well into double digits' to revenue by end of FY26.
* Sales Outlook: Hinduja Global Solutions expects continued revenue growth in FY26, driven by a strategic pivot towards high-margin digital and AI-enabled services. The broadband division, CelerityX, is targeted to achieve double-digit revenue contribution by the end of FY26. * Margin Outlook: The company prioritizes margin expansion, leveraging its AI-enabled Agent X
* Sales Outlook: * FY26: Targeting 600 new rooms (411 asset-light, 147 leased, 31 owned). * Flurys: Aiming for 200 outlets by FY27, 350-400 by FY30; FY26 revenue forecast INR 85-90 crore. * Acquisitions: Mumbai hotel (Zillion Hotels) target INR 60-80 crore annual revenue (FY28 stabilized); Malabar House & Purity target INR 20 crore
Apeejay Surrendra Park Hotels (ASPHL) marked an exceptional Q1 FY26, delivering its best-ever performance and setting robust momentum. The company’s forward-looking statements highlight strategic expansion, operational efficiency, and a clear path to enhanced profitability across its diverse hospitality portfolio. This analysis covers ASPHL’s ambitious guidance for sales growth,
Key Facts * Sales volume growth targeted at 8-9% year-on-year. * EBITDA margin expected to align with previous full year performance (around 13.7%) as raw material costs normalize. * Q2 and Q3 margins are anticipated to improve sequentially. * Record capital expenditure (approximately INR 150 crores) planned for plant modernization. * Expansion of the
Key Facts on Outlook: * Full-year volume growth projected at 8-9%. * EBITDA margins expected to improve sequentially in Q2 and Q3 FY'26, aiming for last full year's profitability. * Strategic price increases secured, with benefits anticipated in upcoming quarters. * High-cost raw material inventory (alumina) expected to be consumed