Nanta Tech targets 45%-50% FY27 growth as H1 EBITDA margin reaches 23.3%

Nanta Tech Limited expects 45% to 50% revenue growth in FY27 after revenue from operations increased 97.7% year on year to Rs 42.6 crore in H1 FY27, while its earnings before interest, tax, depreciation and amortisation (EBITDA) margin expanded 900 basis points to 23.3%.

Why did Nanta Tech raise its FY27 growth outlook?

Nanta Tech said it was confident of delivering 45% to 50% growth in FY27, citing its H1 FY27 execution, the order book it carried at the half-year end and expected international-market business. Management said it could comfortably achieve its earlier 30% guidance, but now expected to reach the earlier 50% target by the end of FY27.

The order book was about Rs 60 crore at the end of H1 FY27, according to management, which also expects further orders through H2. The company reported Rs 42.6 crore of H1 revenue for the half year ended September 30, 2026, meaning the outlook depends on converting this backlog and additional H2 orders rather than solely on revenue already recognised.

Management also said it was targeting deployment of at least 1,000 robots at customer sites in FY27. It had deployed about 200 robots in H1 and expects more than 800 deployments in H2, with autonomous cleaning robots for factory floors and corporate offices accounting for most current demand.

How did Nanta Tech's H1 FY27 financial performance change?

Nanta Tech nearly doubled revenue in H1 FY27, while EBITDA and profit after tax rose faster than sales. Revenue increased from Rs 21.5 crore in H1 FY26 to Rs 42.6 crore, EBITDA rose from Rs 3.1 crore to Rs 9.9 crore, and profit after tax increased from Rs 2.2 crore to Rs 5.1 crore.

Nanta Tech's EBITDA margin rose to 23.3% in H1 FY27 from 14.3% in H1 FY26, a 900-basis-point expansion. Profit after tax margin increased to 11.9% from 10.2%, up 170 basis points, so the company reported both higher operating profitability and a higher share of revenue reaching net profit.

The change in mix was management's stated explanation for the margin movement. Management said robotics and artificial intelligence, or AI, form a higher-margin business than audio-video, or AV, integration, and that the growing contribution of robotics and AI lifted the overall margin during the first half.

What EBITDA margin does Nanta Tech expect for FY27?

Nanta Tech expects an FY27 EBITDA margin of 20% to 22%, according to management. That range is below the 23.3% reported in H1 FY27, while management nevertheless said it expected the margin improvement to sustain through the year as it increases the proportion of robotics and AI in its business mix.

The company did not provide an H1 FY27 revenue split between robotics and AI and AV during the call. When asked for that comparison against the prior year, management said it would provide it, leaving the disclosed financial record without segment revenue or segment-margin figures to quantify the claimed mix shift.

Nanta Tech said around 50% of current robotics activity was outright sales and 50% used a service model. Management expects more outright-sale activity in H2, even as customers are discussing robot-as-a-service, or RaaS, arrangements instead of capital-expenditure purchases for some fleet deployments.

Which orders and operating models support Nanta Tech's plan?

Nanta Tech secured an AI automation project worth Rs 6.6 crore for Pointer Insurance, with execution scheduled over six months. Management said the project covers services including process automation, a customer-service chatbot, predictive analysis and intelligent workflows, marking its entry into the banking, financial services and insurance segment.

The company also signed a letter of intent with Connplex Cinemas to deploy 100 AT10 marketing and delivery robots under a RaaS model. The arrangement has an indicative value of Rs 14.4 crore over 36 months, and Nanta Tech said it retains ownership of the hardware, software, AI models and intellectual property under this structure.

An exclusive memorandum of understanding with Aimtron Technology Private Limited covers joint design, development and contract manufacturing for Allbotix robotics requirements. The parties anticipate manufacturing orders with an indicative aggregate value of about Rs 10 crore over 15 months, while Nanta Tech retains ownership of design, firmware and software intellectual property.

Management said the Aimtron arrangement supports an asset-light manufacturing model and a 60- to 90-day cycle from order to robot deployment, including hardware and software customisation. It is seeking to shorten that cycle, while negotiating deployments of fleets ranging from 50 to 200 robots with customers that had previously completed proof-of-concept stages.

How is Nanta Tech expanding robotics and AI beyond its current base?

Nanta Tech established Nanta Technology FZ-LLC, a wholly owned subsidiary in Dubai, to pursue opportunities in the Gulf Cooperation Council markets of the United Arab Emirates, Saudi Arabia, Qatar and Kuwait. Management said the subsidiary is intended to build customer, channel-partner and system-integrator relationships across commercial, hospitality, retail and institutional applications.

The company also signed a memorandum of understanding with GM Biovalley to promote robotics and automation in Malaysia, Brunei and Singapore. Alongside the international initiatives, Nanta Tech has opened two experience centres, in Ahmedabad and Mumbai's Andheri East, for demonstrations, dealer training, solution validation and proof-of-concept work.

Its product and software position is another component of the plan. Management said it has developed about 17 robotics models in-house, uses its own ROS 2 robotics operating-system models, and offers MeetIQ, VisitIQ and NTra software for functions including vision analysis, visitor management, customer interaction and canteen management.

Conclusion

Nanta Tech's H1 FY27 results show that revenue growth of 97.7% to Rs 42.6 crore was accompanied by faster 221.2% EBITDA growth to Rs 9.9 crore and a 23.3% EBITDA margin. Management attributes this operating change to a larger robotics-and-AI contribution relative to AV, while the Rs 60 crore order book and identified projects provide disclosed support for its 45% to 50% FY27 growth expectation.

The next checkpoints are H2 execution against the target of more than 800 additional robot deployments, conversion of the Rs 60 crore order book and the stated 20% to 22% FY27 EBITDA-margin range. Investors can also watch whether the Connplex 36-month RaaS deployment, the six-month Pointer Insurance project and the Aimtron manufacturing arrangement translate into reported revenue and the recurring-service opportunities management described.