OBSC Perfection Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

OBSC Perfection posted its highest-ever revenue at Rs.145 Cr with ~19% EBITDA margin in FY25. A strong Rs.700 Cr+ order book provides 6-10 years of visibility, backed by Rs.130 Cr in defense orders. New Pune forging facility will improve margins by cutting supply chain reliance. Management targets 40%+ revenue growth in FY26, led by defense, aerospace, marine, and EV segments, with non-automotive revenues rising from 15-20% to ~35% in 2-3 years. EBITDA margins are expected to expand 2%+ in FY26 and another 4-5% over 3-4 years. Capacity expansion and focus on R&D, sub-assemblies, and integrated manufacturing aim to boost profitability. Investor sentiment is confident on diversified growth and margin improvement.