Dhoot Transmission Limited (544867)
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AI summary
- Q2 FY27 revenue grew 60% y-y; wiring harness revenue up 44.6%, non-wiring harness up 124%
- EV revenue grew 108%, now 31% of total sales (up from 27% in Q1)
- Organic adjusted EBITDA margin steady at 15.2%; reported margin 14.3% including ESOP and Multilink
- CAPEX guidance raised to Rs 750 Cr for FY27 due to strong industry growth and capacity needs
- Multilink integration ongoing; margin improvement expected by April 2027
- FY27 growth guidance revised from 30% to 40-45%
- Five new plants to be operational in next 12 months including leased facilities
- Copper price inflation impact ~4-5%; price pass-through ongoing quarterly
- Export growth expected 10-15% annually for next 3 years
- Working capital receivables expected to normalize to 45-55 days
- No plans to enter government EV charging infrastructure business
- Multilink EBITDA margin currently 10-11%, expected to improve post automation in 4-5 months
Source: Original filing PDF
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🚨 544867 — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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