Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2FY27 standalone revenue 236cr, EBITDA 106cr, PAT 66cr; consolidated revenue 213cr, EBITDA 76cr, PAT 66cr - EBITDA margin expanded to 36% in Q2FY27 from 33% last year; half-year margin 34% vs 29% - Consumer segment revenue +4%, EBITDA +5%, PAT +13% in Q2; 20% CAGR over 2 years - Remarketing revenue +13%, PAT +47%, EBITDA margin up 29% - OLX revenue +26% half-year, EBITDA +36%, margins 32%; PAT down due to lower other income and higher tax - Q3 expected to be best quarter ever with strong growth and margin expansion - New products like Elite Buyer/Seller, e-commerce, VAYA Live launching soon to drive growth - Cash reserves 1400cr; focus on M&A or shareholder returns; no significant ESOP dilution - OEM and dealer revenue mix stable; 74% OEM in consumer revenues - Monthly active users 76 million; organic traffic 96% - Multiple analyst queries on consumer growth base effects and product cadence; mgmt optimistic on growth trajectory