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Shrikant Pandey

22nd Feb · SEBI-Registered Analyst

ROSSTECH

Rossell Techsys: Growth Breakout Mode On Revenue Surge - Targeting ₹1300 Cr in FY27 – matching 14 years cumulative sales in just 2 years. - Q3 revenue up 72% YoY, momentum accelerating. Semi-Conductor Pivot - Qualified supplier for Lam Research. - High-velocity chip cycles now driving the new growth engine. Space Frontier - Elite global clients secured: SpaceX, Blue Origin, Amazon Kuiper. Order Book Power - ₹750 Cr+ firm orders in hand. - ₹2,500 Cr long-term strategic pipeline. Capacity Boom - Adding 360,000 sq. ft. shop floor to handle skyrocketing demand. Margin Focus - EBITDA transitioning from 12-15% to 17-22% as production scales. Efficiency Play - Inventory cycles slashed from 7 months to 3 months for superior cash flow. Debt Reduction - ₹300 Cr QIP planned to clean balance sheet and fuel expansion. Mix Shift - Evolving from Boeing-heavy defense to high-margin 50:50 Aero-Tech split. Key Takeaway: Watch QIP completion + FAI stabilization to unlock massive PAT growth.

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