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Ather Energy Ltd — Q1FY27 Earnings Call Summary
Key Takeaways
- Q1 FY27 wholesale volume grew 81% to 83,000 units; registrations up 102%
- First positive EBITDA quarter: Rs. 9 crore (0.8% margin) in Q1 FY27
- Commodity costs up 46% over 5 quarters; Q1 gross margin 22.4% after 5.6% commodity hit
- Expect AURIC Phase 1 ramp-up to 42k units/month by Q4 FY27; Phase 2 planned for future expansion
- Production ramped from 24k in April to 31k in June; current capacity maxed at 35k units/month
- New Aurangabad factory (AURIC) Phase 1 to add 5 lakh units capacity, doubling total to 9.2 lakh units/year by late 2026
- EL scooter launch late August; production scaling to 60k units/month between Aurangabad and Hosur
- Demand strong in Middle India (141% retail growth), Rest of India (118%), South India (76%)
- ASP increased to Rs. 1.61 lakh via price hikes and SKU management; AtherStack Pro attach rate 94%
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.