总部位于班加罗尔的全球国防电子原始设备制造商Tonbo Imaging India Limited创始人兼首席执行官阿尔温德·拉克什米库马尔（Arvind Lakshmikumar）表示，随着过去几年进行的投资开始产生收入，该公司下一阶段的增长将由平台系统和大功率微波技术驱动。
Arvind Lakshmikumar, Founder & Chief Executive Officer of Tonbo Imaging India Limited, a global defence electronics original equipment manufacturer headquartered in Bengaluru, said the company's next phase of growth will be driven by platform systems and high-power microwave technologies, as investments made over the past several years begin to generate revenue.
在Tonbo Imaging强劲登陆股市后，拉克什米库马尔表示，公司的战术系统业务已经取得了成果，而更新的产品线预计将在未来几年内做出贡献。他还重申了对2029-30财年之后25亿至35亿卢比订单机遇的信心，这得到了印度及海外国防项目的支持。
After Tonbo Imaging's strong stock market debut, Lakshmikumar said the company's tactical systems business is already delivering results, while newer product lines are expected to contribute over the next few years. He also reiterated confidence in a ₹2,500-3,500 crore order opportunity beyond 2029-30 , supported by defence programmes in India and overseas."
“我们看待业务的方式是，我们的战术系统目前正在开花结果。我们的平台系统将在28财年、29财年开始开花结果，而我们的超级微波将在30财年开始产生效益，”他说。
The way we see our business is our tactical systems is bearing fruit right now. Our platform systems will start bearing fruit in FY28, FY29, and our Hyper microwave will start yielding results in FY30," he said.
该公司认为，这种错开的投资方式为未来几年内多个国防技术领域提供了可见性。、拉克什米库马尔表示，投资者应该根据公司执行大型国防项目标的能力来评判它，而不是看其上市当天的表现。
The company believes this staggered investment approach provides visibility across multiple defence technology segments over the coming years. Lakshmikumar said investors should judge the company on its ability to execute large defence programmes rather than its listing-day performance." We are not looking at quarterly.
“我们不看季度。我们甚至不看年度。我们是以三到五年为周期来看待它的，”他说。“今天我们上市这一事实……并不是我们可以安于现状的事情。我们的重点是如何继续创新、继续构建。”
We are not even looking at this yearly. We are looking at it as three to five yearly," he said. "The fact that today we are listed... is not something which we can rest on. Our focus is how do we continue to innovate and continue to build."
他补充说，公司目前的地位反映了十多年来在研发和产品开发方面的投资，并期望投资者对国防科技业务采取长期视角。
He added that the company's current position reflects more than a decade of investment in research and product development, and expects investors to take a long-term view of defence technology businesses.
在谈到未来的机遇时，拉克什米库马尔表示，Tonbo已经在战术系统领域占据了主导地位，并看到需求的大幅扩张。
On future opportunities, Lakshmikumar said Tonbo already has a dominant position in tactical systems and sees a significant expansion in demand.
他指出，战术系统的潜在市场预计将从大约3万套增加到30万套，同时该公司还在为印度的国防项目供应导弹导引头技术。
He noted that the addressable market for tactical systems is expected to increase from around 30,000 systems to 300,000 systems, while the company is also supplying missile seeker technologies for Indian defence programmes.
在解释公司较高的库存水平和负经营现金流时，拉克什米库马尔表示，库存是为了应对因中东冲突而延迟的国防订单而建立的。
Explaining the company's elevated inventory levels and negative operating cash flow, Lakshmikumar said inventory was built in anticipation of defence orders that were delayed because of the Middle East conflict."
“我们目前维持高库存的原因是……我们希望确保库存充足，以便在我们准备执行该项目时……供应链不会成为制约因素，”他说。
The reason why we ride on high inventory right now is... we wanted to make sure that we are stocked up on inventory, so that when we are ready to execute this programme... supply chain will not be a constraint," he said.
他补充说，摩洛哥项目的执行工作正在进行中，并预计在印度制造的火炮系统完成试验后，将在未来几个月内获得来自亚美尼亚的新订单。
He added that execution of a Morocco programme is underway and expects fresh orders from Armenia in the coming months after trials of Indian-made gun systems were completed.
在未提供具体营收指引的情况下，拉克什米库马尔表示，当前的财政年度表现应优于上一财年。
Without providing specific revenue guidance, Lakshmikumar said the current financial year should outperform the previous one.
该公司还重申了对其长期订单储备的信心，并强调了其从印度和欧洲政府客户那里获得的高功率微波系统意向书。
The company also reiterated confidence in its long-term order pipeline, highlighting letters of intent received for its high-power microwave systems from both Indian and European government customers.
拉克什米库马尔表示，这些机遇连同印度和欧洲的导弹导引头项目，为公司在30财年之后实现25亿至35亿卢比的目标订单潜力提供了能见度，支持了其在国防电子领域的长期增长战略。有关完整采访，
Lakshmikumar said these opportunities, along with missile seeker programmes in India and Europe, provide visibility into the company's targeted ₹2,500-3,500 crore order potential after FY30, supporting its long-term growth strategy in defence electronics. For the full interview,