APLLTD Q2 FY27 Guidance vs Delivery (APLLTD Management Mirror)

FY27 Consolidated Revenue Growth Upgraded to 20%-25% From Mid-Teens Guided in Jun'26 Qtr

In Sep'26 Qtr, consolidated revenue was reported at INR 2,603 crores in the Quarterly Financial Results, growing 36.3% YoY. Driven by this strong performance, management upgraded the full-year FY27 consolidated revenue growth guidance to 20% to 25% YoY, raised from the mid-teens range guided in the Jun'26 Qtr concall, which itself was an upward revision from the initial low double-digit target set in Mar'26 Qtr. Looking ahead, this upgraded growth expectation incorporates the anticipated normalization of exclusivity-led sales in the second half of FY27.