Syrma SGS Tech: Guidance - - Concall Update
• Management is confident of exceeding its full-year guidance for both revenue and EBITDA, building on a strong Q1 FY27 performance.
• The company guides for over 35% revenue growth for the full year, a rate expected to continue for the next two to three years.
• An EBITDA margin of 10.5% to 11% is maintained for the full year, factoring in various initiatives.
• Exports are projected to grow 30% to 40% this year, reaching INR1,500-INR1,600 crores, while ODM sales momentum is expected to continue, targeting 25% of total sales long-term.
• The PCB project remains on track for commercial production by April 2027, and the healthcare segment is expected to grow 50% this year.
Mukul Agarwal
Entered a brand new theme: B2B Construction Tech
Picked up Arisinfra Solutions
13 Lakh Shares, Around 1.59% Stake
Deployed & Invested ₹16 Cr As Of Now.
Aris Infra, Key Catalysts?
Contract Manufacturing & Asset-Light Scaling:
Massive Financial Turnaround
Big Order Pipeline
Contrarian Value Entry: Bought after retail & FII panic dragged the stock 45% below its IPO price.
High-Conviction Contrarian Bet 🔥