Transcript of the Analyst/Investors Meet

AI summary - Q1 FY27 revenue grew 44% y-y to INR 2,013 Cr; PAT rose 59% to INR 221 Cr - Electrical cables revenue up 47%, led by auto, solar, agriculture segments - Communication cables revenue grew 62% with margins near 30%, partly due to inventory gains - Fiber cable capacity expanding from 4 to 8 million km by Q2 FY27; cabling capacity to 10 million - Export revenue strong at ~INR 50 Cr, mainly US and Europe; export focus intensified - Margin outlook: electrical cables sustainable ~10.5%, communication cables margins to normalize but stay double-digit - Supply constraints on LPG and germanium tetrachloride noted; preform plant stabilizing - Data center fiber demand growing; R&D and capex underway for high-fiber-count cables - Multiple analyst queries on margin sustainability and fiber capacity utilization; management cautious on margin normalization