Investor Presentation

Investor Presentation - Q1FY27 - Revenue 1915cr +120% y-y; EBITDA 445cr (margin 23.3%, +1830 bps y-y); PAT 246cr (margin 12.8%, +272 bps y-y) - FY27 revenue growth aspiration raised to ~40% with EBITDA margin over 23% in Q1 - Strong order book of 26,665cr provides multi-year revenue visibility across telecom and defence - Expanding optical fiber capacity to ~43 mn fkm p.a. and cable capacity to ~34 mn fkm p.a. by FY29 - Defence segment gaining scale with ~2300cr order book and upcoming ammunition manufacturing complex - Exports at 56% of revenues, targeting 60%+ from FY27 onwards; private sector revenue at 92% - EBITDA margin expected to expand to 22-25% by FY29 driven by higher margin products and backward integration