APLLTD Q4 FY26 Guidance vs Delivery (APLLTD Management Mirror)

Revenue and Segment Growth

In the Mar'26 Qtr, management initiated its forward-looking guidance for the upcoming fiscal year, targeting low double-digit consolidated top-line growth. Regionally, the U.S. business is projected to grow 10% to 15%, aligning with the medium-term mid-teens target established in the Dec'25 Qtr. Rest of World (ROW) markets are expected to sustain momentum with growth exceeding 15%, building sequentially on the 15% to 20% growth projected in the Sep'25 Qtr. The API segment is guided for high single-digit to 10% growth, consistent with the steady 10% pace anticipated since the Sep'25 Qtr. Furthermore, the domestic India business is expected to accelerate and converge with broader market growth rates, fulfilling expectations initially set in the Sep'25 Qtr and Dec'25 Qtr. [Status: Initiated]