Investor Presentation

Investor Presentation - Q2FY27 - Revenue 2,542 Cr +144% y-y; EBITDA 658 Cr (margin 25.9%, +640 bps y-y); PAT 394 Cr (margin 15.5%, +860 bps y-y) - FY27 revenue growth expected at least 80%, aiming for ₹10,000 Cr revenue earlier than FY29 - Order book strong at ₹28,911 Cr with robust pipeline supporting 6-7 years growth - Defence revenue targeted at ₹500 Cr in FY27; strategic options under review for business focus - Capex of ₹1,800 Cr planned for optical fibre, cable, and preform capacity expansion - EBITDA margin expected to expand from ~16.7% in FY26 to >27% by FY29 - Exports target >70% revenue by FY27; product revenue to reach ~90% - Private sector revenue now 92%, shifting from government contracts - Manufacturing capacity expansions underway with 6 facilities and 3 R&D centers - MD: "Moving ahead with conviction to convert opportunities into sustained growth and shareholder value"