Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Consolidated H1 FY27 revenue grew 50% y-y to INR8,046 mn; aerospace up 42%, consumer revenue doubled - Aerospace order book at USD1.1 bn, up 9% this quarter; new Safran contracts expand scope - Consumer ramp slower than expected; EBITDA breakeven milestone for consumer business recalibrated beyond Q4 FY27 - Aerospace utilization at 69%, capacity additions ongoing; Hosur facility commissioning planned FY29 - Q2 FY27 consolidated revenue INR4,091 mn (+45% y-y), EBITDA INR245 mn (6% margin); consumer segment EBITDA loss widened due to ramp-up costs - Promoter committed INR6,500 mn preferential investment to fund expansion and working capital - Capex guidance reduced from INR660 cr; focus shifting more to aerospace - Consumer EBITDA breakeven at ~50% utilization; PAT positive expected by FY30 - Multiple analyst queries on consumer ramp-up scenarios; management to update after evaluation