Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 total income 253 Cr +51% y-y; EBITDA 51 Cr +40% y-y; PAT 41.4 Cr +42% y-y - Revenue from operations grew 56% y-y; net revenues 183 Cr +35% y-y - Core business grew 31% y-y and 11% q-q; telematics device sales hit new highs - Growth businesses (loads and vehicle finance) grew 166% y-y; vehicle finance on track for EBITDA breakeven - Tolling GTV stable ~7,070 Cr; Fastag issuance increased via own PPI entity - Operating expenses up 36% y-y due to growth and investments in super loads - Customer acquisition costs cause EBITDA suppression but support long-term growth