OBSC Perfection Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

OBSC Perfection reported robust FY26 results with 54% revenue growth and 19.5% EBITDA margins, surpassing its guidance. The company holds a strong INR1,200+ Cr order book, offering INR100-200 Cr annual revenue visibility for 5-7 years. Management projects 40-45% revenue growth for FY27, with exports set to exceed 30-35% of business, driving margin expansion.

Strategic expansions include new plants in Sanand and Supa, augmenting capabilities in Cold/Hot Forging and Stamping, aiming for sub-assemblies. Diversification into Defence, Medical, and Humanoids is gaining traction; mass production for defence ignition primers has begun, and humanoid components are set for significant growth this year. The company's confident outlook highlights its continuous focus on expanding processes, strategic partnerships like with Tata AutoComp for Tesla business, and tapping global opportunities.