Analysts/Institutional Investor Meet/Con. Call Updates

[DAM Capital Conference] AI summary - Q1 FY27 standalone profit before tax INR145 Cr (+55% y-y); PAT INR109 Cr (+55%) - Operating margin 14%, EBITDA margin 18.55% vs 7% and 11.72% in Q1 FY26 - Consultancy segment turnover INR499 Cr (+22% y-y), higher margin than Turnkey - Consolidated profit INR157.94 Cr (+141% y-y); JV profit INR42.51 Cr vs loss last year - Order book INR14,424 Cr (Consultancy INR10,498 Cr, Turnkey INR3,926 Cr) - FY27 order inflow target INR8,000 Cr; current inflow INR2,750 Cr with INR1,100 Cr overseas - Consultancy revenue expected >50% of total, targeting 10%+ growth in FY27 - Middle East projects ongoing; new mega projects slow due to regional conflict - Nuclear and coal gasification segments developing; infrastructure projects growing - Operating margin guidance maintained at 16% for FY27; potential upside from change orders