Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 consolidated revenue grew ~21%; operating profit up ~10.5% - Room AC segment grew ~42% primary sales in Q2; full year growth expected ~25% - Margins under pressure; target 6.5% margin in unitary products for FY27 - Electromechanical projects order book Rs. 7,229 cr; focus on data centers driving growth - Commercial refrigeration showing revival signs; single-digit growth expected in H2 FY27 - Segment 1 margin guidance 7-7.5%; data center projects may reach 8.5% margin - Capex guidance Rs. 300 cr for FY27 including R&D and digital spend - MedTech business sold for Rs. 35.6 cr; revenue Rs. 41 cr in FY26 - Price increases ongoing; 18% raw material inflation since January; 5% price gap remains - Outsourcing of entry-level products may increase from 15% to 30% to optimize costs