Sir, congratulations for the excellent performance from last 5 years and still continuing and hope we will continue same performance in the future, sir. Sir, as per your opening statement, we are growing at about as far as revenue is concerned, about 30%. So, my rough estimate is that for and we have got a visibility of minimum next 3 years, FY'26, FY'27 and FY'28. And if I calculate by FY '28, we will be somewhere around ₹10,000 crores to ₹11,000 crores. Sir, can you please elaborate the life after FY '28, our revenue, what is our strategy after '28? Because today morning in media, you just mentioned one line that after 3 years, it will be plateau out. So, can you elaborate the revenue strategy after FY'28?
Questions across 3 calls
Divyesh Shah
Uchit Capital
Garden Reach Shipbuilders & Engineers Limited
Sir, Congratulations for excellent result. And first of fall, our best compliment to all Defence Departments of India for Operation Sindoor, where we realised the importance of Defence. So, I convey my heartfelt congratulations through you to three Defence Services, Army, Navy, and Air Force. Kindly convey to respective department. We Indians are proud of you. Sir, r egarding the carry forwarding the last question about S WAN Defence. I want to know, whether we have taken the full SWAN Defence facility or the part, what is the understanding between the two companies and what will be the financial implications, whether it is a revenue sharing or a lease agreement, or how it will be carry forward?
Yes, and second question is same regarding , we have entered lease agreement with S yama Prasad M ookerjee Port, Kolkata. So, what will be the financial implications of this agreement, whether and what will be the payout per year for this facility, and how many ships we will be building there. These are my two basic questions.
Sir, you have very nicely elaborated all your orders and schedules for projection. Sir, we as investors are very layman. So, my simple understanding is just now one answer to the previous question you have given a guidance of 25 to 30%. Our order book is suppose is to be precisely 25,000 crore. So, Sir, roughly in a value terms within next two years, how much value we will be executing you have every schedule in your hand. Month-wise, quarter-wise. So, how much we will complete by March 26? Combination of FY25 and FY26. So let us bifurcate into two parts of 25,000 crore. How much we will complete in first two years? Next immediate two years?
Sir, just to understand the maths, I am very weak in maths to understand the maths Sir, 25% of 4000 crore of last year comes to 5000 crore, roughly ± 5-10% and then above that 30% comes to 6500 crore. So, within next two years it comes down to be 11,500 crore. And remaining is and one statement you gave, the FY 26 will be the maximum value. So, I fail to understand how 25,000 crore will be executive in next 4 years?