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Insights From Annual Reports & Concalls

What India's Top Companies
Are Telling Investors

JSW Steel

JSWSTEEL

5 mt steel plant at Jagatsinghpur, Odisha (Rs.31,600 Cr capex), commissioning FY30; expandable to 13.2 mt

Dixon Technologies

DIXON

Targets INR 1 lakh crore revenue in next 3–4 years

Titan

TITAN

Jewelry volume growth 8–10%; sustained growth from exchange programs and installment plans

CAMS

CAMS

Targeting INR 2,000 Cr company; revenue growth of INR 150–200 Cr annually over 2.5–3 years

Reliance

RELIANCE

Quick commerce scaling: 53% QoQ and 360% YoY order growth

Shakti Pumps

SHAKTIPUMP

Revenue target INR 5,000 Cr by FY28; currently operating at 60% capacity

Anant Raj

ANANTRAJ

Data center 63 MW by Dec 2026, scaling to 117 MW by FY28; INR 1,100 Cr QIP completed

Asian Paints

ASIANPAINT

Volume growth guidance maintained at 8–10% for upcoming quarters

Waaree Energies

WAAREEENER

Order book ~Rs.60,000 Cr and pipeline exceeding 100 GW

Wipro

WIPRO

Potential salary hikes to be decided soon, reflecting operational cost considerations

Paytm

PAYTM

Targeting ~250 million monetizable customers (consumers and merchants) in 3–5 years

Eternal

ETERNAL

Food delivery ~20% YoY; quick commerce at 100%

Kaynes Technology

KAYNES

Targets $1 bn revenue by FY28, aiming to exceed slightly

Airtel

BHARTIARTL

Wireless revenue growth has softened to below 10% recently

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