Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - H1 FY27 revenue grew 16% y-y to Rs.239 Cr; EBITDA margin expanded to 25.3% - Order book at Rs.957 Cr as of Sep 30, 2026, with Rs.500 Cr expected in next 2 quarters - Domestic revenue up 33% y-y; export revenue down 14% y-y due to timing - Glass processing unit commissioning expected by Jul-Aug 2027, adding 1-1.5% EBITDA margin - Fenestration segment revenue up 82% y-y; luxury residential projects driving growth - Export market cautious due to US midterm elections and commodity price volatility - FY27 revenue growth guidance maintained at 20-22%, margins stable at 23-25% EBITDA - Working capital days improved to negative 19 days, indicating strong cash flow - Management focused on selective order booking from Rs.3,000 Cr pipeline to maintain execution quality