Transcript of the Investor/Analysts Conference call for the unaudited financial result of Q1FY27

AI summary - Q1FY27 revenue increased 279% y-y to INR 95.36 Cr; PAT turned positive at INR 6.39 Cr - EBITDA margin improved to ~11.9% in Q1; expected to maintain/improve with product mix shift - HT & MVCC cables contribution targeted to rise from ~5-10% to ~50% by FY27 year-end - HT and MVCC cables have ~20-25% EBITDA per unit potential; winding wires & LT/conductors 10-15% - Capacity expansion on track for Feb 2027; adding 4,500 Km p.a. (+60% capacity) - Order book ₹142.39 Cr (3 months execution), pipeline ₹150 Cr; bidding ₹800-1,200 Cr tenders - FY27 capex planned at INR 15-20 Cr mainly for machinery and factory expansion - Raw material price volatility managed via pricing and operational measures - Management expects sustained growth momentum supported by strong power sector demand