AVALON Q4 FY26 Guidance vs Delivery (AVALON Management Mirror)

Revenue Growth

Management guided for conservative year-over-year revenue growth of 24% to 27% for Mar'27 in the Mar'26 Qtr, citing macro conservatism and the timing of large program cut-ins. This follows sequential guidance upgrades for the prior fiscal year, where the Mar'26 growth outlook was raised from 23%–25% to 28%–30% in the Sep'25 Qtr, and further upward to approximately 40% in the Dec'25 Qtr due to improved visibility. [Status: Initiated]