Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Consolidated revenue grew 55% y-y to INR3,955 million; aerospace up 40%, consumer up 190% - Aerospace segment EBITDA margin at 23% with 40% revenue growth in Q1 FY27 - Consumer segment EBITDA loss narrowed by INR112 million sequentially; on track for Q4 FY27 breakeven - Order book crossed USD1 billion; signed 15-year contract for Airbus A320 wheels with Safran - Capex guidance: INR660 Cr in FY27; Hosur integrated facility INR1,900 Cr over 10 years - Finance cost reduced due to debt repayment; net working capital days improved to 125 - Consumer utilization at 22%, expected to reach 40-50% by Q4 FY27 - ROCE target steady at 18-22% for both segments; PAT breakeven expected by H1 FY28 for consumer - No material impact from global tariff changes; demand driven by customer orders - Management confident on execution and growth trajectory for FY27