Nanta Tech targets 60-65% revenue from robotics, AI in FY27
The nano-cap is shifting its business model fast. Management guided for 50% revenue growth in FY27, with a specific push into higher-margin automation.
What's new
- FY27 revenue growth guided at ~50% with EBITDA margin to improve by 2-3 percentage points.
- Robotics/AI revenue mix target lifted to 60-65% from 37% in FY26.
- New UAE subsidiary expected to contribute ₹15-16 cr; dealer network to expand from 4 to 15 partners.
Why this matters
The guidance puts a specific number on the company's strategic pivot. A shift to a 60-65% robotics/AI mix from 37% is a fundamental change in the business model. The UAE entry and dealer expansion are the operational levers management is using to hit the target.
What we're watching
- Actual FY27 revenue mix vs. the 60-65% robotics/AI target.
- UAE subsidiary contribution tracking to the ₹15-16 cr guidance.
- Whether the higher-margin mix delivers the guided 2-3 percentage point EBITDA improvement.
The full read
Nanta Tech's FY26 was a solid foundation: ₹70.1 crore in revenue (37% growth) and ₹8.2 crore in net profit (75% growth), with the second half doing the heavy lifting. The forward story, laid out on the June 5 call, is about a deliberate and aggressive shift. Management wants robotics and AI to make up 60-65% of revenue in FY27, up from 37%. That mix change underpins the 50% growth target and the 2-3 percentage point EBITDA margin improvement. The levers are clear: a ₹15-16 crore contribution from a new UAE subsidiary, a dealer network expanding from 4 to 15 partners, and the integration of RSVP Infotech. For a nano-cap, the guidance is specific. The test is execution.
Questions answered
- What is Nanta Tech's core growth target for FY27?
- Management guided for approximately 50% revenue growth and an EBITDA margin improvement of 2-3 percentage points.
- How is the company changing its business mix?
- Nanta aims to shift its revenue mix toward robotics and AI, targeting a 60-65% share in FY27, up from 37% in FY26. This is the primary driver of the guided margin improvement.
- What is the status of the UAE subsidiary?
- The newly formed UAE subsidiary is expected to contribute ₹15-16 crore in revenue during FY27. This is a new revenue stream not present in the prior year.
- What were the key operational highlights from FY26?
- The company deployed 400 robots and confirmed the ₹6.6 crore AI order from Pointer Insurance Broker. Revenue for the full year was ₹70.1 crore, with a strong second half driving the 37% growth.
- How is Nanta expanding its distribution?
- The company plans to grow its dealer network from 4 partners to 15 by the end of the calendar year, a near quadrupling of its go-to-market reach.