Anawil shares investor conference takeaways: order book, capacity and margin outlook
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Anawil Wire shared takeaways from the Arihant Bharat Connect Conference held Sept 30, 2026. Order book was about Rs 359.82 Cr for 379 towers, with a new Rs 133.98 Cr order for 38 towers. Kutch facility is now operational, raising capacity to 612 towers; FY26 utilisation was about 48%. Management said as mix shifts to Integrated Supply, overall EBITDA margin will moderate, even as EBITDA per tower rose from Rs 22 lakh to Rs 29 lakh.
Strong order book and new Kutch capacity are positives, but management guided that overall EBITDA margin will moderate as mix shifts to higher value models.