Black Box Ltd (BBOX) Q3FY26 Management Mirror - Dec-2025 Qtr
Revenue Guidance
Lowered (Dec'25 Qtr): Management reduced the FY26 revenue guidance range to 6,325–6,375 crore due to industry-wide supply chain shortages (fiber, cables, GPUs) and execution delays pushing revenue into FY27. This replaces the specific 6,750–7,000 crore target established in the Dec'25 update and the "upward of 6,700 crore" guidance from the Sep'25 Qtr.
Modified (Sequential Evolution): Expectations shifted from anticipating strong sequential organic growth of 10–15% in the Sep'25 Qtr to acknowledging material deferrals in the Dec'25 Qtr.
4 more themes on the ELITE plan.