Revenue forecast as per management guidance and basic calculation –
Revenue for FY2025 : 3500 cr.
Quarterly run rate to be in the range of 800-900 cr.
Asset turnover ranges between 2.1, 2.2 and 2.3
Net block being 1700 cr also gives the same revenue run rate of 3500 cr.
This is the normal case scenario, bear case scenario will include Bangladesh crisis impact on the business.
Revenue for 2026 : 5500 cr.
Gross block valued at 2500 cr and taking asset turnover at 2.2
Management to fully utilize entire capacity expansion immediately.
This is the bear case scenario as the cotton industry is at trough phase in terms of price and demand. Realization is very likely to recover from here on which will result in more revenue and EBITDA margins.
Disc – not holding any position right now
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