Investor Presentation

AI summary - Q1FY27 revenue grew 29% YoY to ₹989 crore; EBITDA ₹101 crore (+27% YoY) with 10% margin; PAT ₹64 crore (+22% YoY) - Commissioned 48,000 MTPA XLPE capacity in Rajasthan from April 2026, adding ~₹500 crore revenue potential - FY27 focus on capacity expansion, automation, and operational efficiency driven by infrastructure and renewable energy demand - Entering Battery Energy Storage Systems (BESS) with 5 GWh assembly plant planned by Q1 FY28; ₹150-200 crore capex funded internally - BESS initial EBITDA margin expected at 6-8%, targeting 5 GWh capacity by FY30 - Strong balance sheet with net debt-free status maintained; credit rating A+/Stable - Management highlights export growth doubling to ₹312 crore despite geopolitical challenges - R&D focus on advanced compounds including WTR XLPE and HFFR for solar cables - FY27 capex planned at ₹175 crore; revenue expected ~₹3,340 crore with 14% CAGR - Multiple growth drivers: power transmission, renewables, data centers, infrastructure, and urbanization