Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - India Q3 CY26 sales INR18bn +18% y-y; EBITDA margin 16.3% vs 17.3% Q3 CY25 - Europe Q3 CY26 sales INR7.6bn -4% y-y; EBITDA margin 16.3% vs 14.1% Q3 CY25 - Consolidated Q3 CY26 sales INR25.6bn +11% y-y; EBITDA INR4.2bn +11% y-y - India 9-month CY26 sales INR50.7bn +16%; EBITDA margin 16.9% vs 17.8% y-y - Europe 9-month CY26 EBITDA margin 16.0% vs 13.4% y-y; PAT +44% - Pass-through negotiations ongoing for non-raw material cost inflation; expected settled by year-end - India capex nearly doubled in CY26 for expansions across verticals; new presses and plants planned - Europe market flat with electrification impact; 10-12% new orders in EV components - Mexican contract volumes reduced 20%, capacity transferred to India - EU likely to impose hybrid import quotas benefiting European operations - Consolidated 9-month CY26 PAT INR7.3bn +17% y-y