Very impressive guidance for FY25.
Con call:
Not only FY25 management is confident about growth prospects beyond the FY25.
In discussion with the lot of customers in RAC segment, who are willing to relocate their operations from chaina to india. This year RAC demand is very huge and companies are short of capacities
In Discussion with few clients to introduce new products, shortly we will get to know.
In few month IT-Hardware execution will start for 1 customer.
FY25 PLI benifits- 30 Cr and state incentives could be 35-40 Cr range- Over all 65-70 Cr can get from the incentives only. Over all PLI + State could be ~500 Cr.
Year | PLI | State incentive |
---|---|---|
FY25 | 30 | 35-40 |
FY26 | 36.5 | 20-25 |
FY27 | 51 | 20-25 |
FY28 | 60 | 20-25 |
FY29 | 20-25 | |
FY30 | 20-25 | |
FY31 | 20-25 | |
FY32 | 20-25 | |
FY33 | 20-25 | |
FY34 | 20-25 | |
FY35 | 20-25 | |
FY36 | 20-25 | |
177.5 | 255-315 |
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