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Dhoot Transmission Limited β Q1FY27 Earnings Call Summary
Key Takeaways
- Capex underway to add 15-20% capacity at Jhajjar and Hosur plants in FY27
- EBITDA margin improved 110 bps to 15% vs Q4 FY26; copper prices impact ongoing
- Multilink acquisition integration progressing; expected 25-30% growth with margin in line with Dhoot
- Q1 FY27 revenue grew nearly 50% YoY; wiring harness up 44.6%, non-wiring harness up 67.7%
- Confident of 25-30% growth for FY27; IPO proceeds utilization update next quarter
- Ride Vision JV for two-wheeler ADAS progressing; product ready ahead of regulations
- Net debt ~Rs 220 Cr at June end; post-IPO equity infusion expected to yield net cash
- Multiple analyst queries on margin trajectory and EV business growth; mgmt expects margin band 15-16% for full year
- EV revenue grew 79%, now 27% of total revenue (up from 24% last year)
- EV battery pack assembly business expanding with new customers; margins similar to ICE
π Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.