Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q4 FY26 revenue grew 11.6% y-y to INR 684 Cr; FY26 revenue grew 11.3% to INR 2,710 Cr - Adjusted EBITDA margin reached 13.2% in Q4, highest ever; FY26 margin expanded 55 bps to 12.2% - Service business AMC bookings grew double digits; filters segment launched with strong early response - Price hike of 6-7% implemented in April to offset input cost inflation; margin hold targeted for FY27 - Robotics, air purifiers, and water softeners are key growth drivers; robotics to reach INR 1,000 Cr by FY30 - Net cash surplus of INR 443 Cr at FY26 end; free cash flow at 148% of reported PAT - Management focused on growth investments, efficiency, and customer experience improvements - Multiple pilots underway to enhance service speed and stickiness amid rising competition - FY27 outlook: growth acceleration expected despite uncertain macro environment and cost pressures