GNA Axles 将本财年营收增长指引上调至 30% 以上，董事总经理兼首席执行官 Ranbir Singh 表示，这得益于北美和欧洲强劲的出口订单积压。公司还预计明年将实现两位数增长，同时继续投资扩大轻型车和电动汽车零部件业务。
GNA Axles has raised its revenue growth guidance for the current financial year to more than 30%, driven by a strong export order backlog in North America and Europe, according to Managing Director & CEO Ranbir Singh. The company also expects double-digit growth from next year while continuing to invest in expanding its light vehicle and EV component business.
Singh 称，主要出口市场的需求能见度依然强劲，使公司有信心上调增长前景。
Singh said demand visibility remains strong across key export markets, giving the company confidence to upgrade its growth outlook."
“我们的订单簿相当充实……我们可以轻松地说增长将超过 30%。”他补充说，公司最初指引为 18%-20% 的增长，在上半年表现强劲后修正了目标。
Our order book is pretty strong... we can easily say the growth will be over 30%." He added that the company had initially guided for 18-20% growth before revising the target following a strong first half.
截至国家证券交易所下午 2 点 24 分，GNA Axles 股价报 ₹555.65。该公司生产汽车传动部件，总部位于旁遮普邦霍希亚普尔，市值为 ₹2,383.73 亿卢比。过去一年股价累计上涨逾 77%。
Shares of GNA Axles were trading at ₹555.65 at 2:24 pm on the NSE. The company, which manufactures automotive transmission components and is headquartered in Hoshiarpur, Punjab, has a market capitalisation of ₹2,383.73 crore. The stock has gained more than 77% over the past year.GNA Axles expects export demand from North America to remain firm through next year, while Europe also continues to have a sizeable backlog.
GNA Axles 预计北美出口需求将在明年保持坚挺，欧洲也继续拥有可观的订单积压。Singh 表示，即使非公路车型领域第三季度需求放缓，这些订单也应支撑营收。
Singh said these orders should support revenue even if demand in the off-highway segment moderates during the third quarter."
“在北美，前景非常好……下半年也将延续这一态势。欧洲也有大量积压订单，”他说。
In North America, the outlook is really good... the same will continue in the second half also. In Europe also, a lot of backlogs are there," he said.
公司上半年销售额增长 43%，净利润增长 52%，同时将息税折旧摊销前利润率维持在 15%-16% 区间。轻型车业务支撑长期增长Singh 称，GNA Axles 正在扩大轻型车业务，预计这将抵消北美 8 级卡车细分市场未来可能出现的放缓。
The company reported 43% growth in sales and 52% growth in net profit during the first half, while maintaining EBITDA margins in the 15-16% range. Light vehicle business to support long-term growthSingh said GNA Axles is expanding its light vehicle business, which is expected to offset any future slowdown in North America's Class 8 truck segment.
公司现在预计今年轻型车业务营收将超过 ₹240 亿卢比，高于此前 ₹150 亿卢比的目标。“轻型车业务发展非常快，前景良好。”
The company now expects revenue from the light vehicle business to exceed ₹240 crore this year, compared with its earlier target of ₹150 crore." The LV business is moving very fast and has a good outlook.
将解决任何北美8级重卡的调整需求。电动汽车投资与产能扩张持续进行GNA Axles已在电动汽车相关制造领域投资40亿卢比，并计划在未来六到八个月内再投资40亿卢比。该投资旨在为预计从2029-30财年开始出现的需求做好产能准备。总体而言，公司预计各业务板块全年资本支出为120亿至125亿卢比，支出可能会根据客户需求而增加。
It will take care of any North American Class 8 correction."EV investments and capacity expansion continueGNA Axles has already invested ₹40 crore in EV-related manufacturing and plans to invest another ₹40 crore over the next six to eight months. The investment is aimed at preparing capacity for demand expected from 2029-30 onwards. Overall, the company expects annual capital expenditure of ₹120-125 crore across businesses, with spending likely to increase depending on customer demand.
目前产能利用率已超过80%，促使公司持续投资以扩大制造产能。辛格表示，公司不打算通过增发股票来为扩张融资。“我们处于非常舒适的状况……资产负债率低于0.2。”他表示，未来的投资将通过内部留存收益和有限的债务融资。完整采访请见
Current capacity utilisation is already above 80%, prompting continued investments to expand manufacturing capacity. Singh said the company does not expect to raise equity capital to fund expansion." We are sitting in a very comfortable condition... debt-equity is below 0.2." He said future investments will be funded through internal accruals and limited debt. For the full interview,