ALIVUS Q4 FY26 Guidance vs Delivery (ALIVUS Management Mirror)

Margins & Profitability

Management expects to sustain EBITDA margins between 30% and 32% despite supply chain uncertainties, maintaining the higher guidance range upgraded in the Dec'25 Qtr from previous 28% to 30% estimates. Gross margins are projected to remain stable as rising raw material and freight costs are successfully passed to customers, aligning with Dec'25 Qtr expectations of approximately 5% price erosion offset by robust volume growth. Asset turnover is anticipated to dip temporarily below 2.0x during the ongoing investment phase but will normalize as capacity scales, a stance held consistently since the Dec'25 Qtr. [Status: Reaffirmed]