Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 standalone revenue 1,543cr +44% y-y; EBITDA 308cr +27% y-y; PAT 240cr +28% y-y - Consolidated Q2 revenue 1,691cr +58% y-y; EBITDA 303cr +27% y-y; PAT 231cr +31% y-y - Carbon Nanotube facility commissioning targeted Q4 FY27; LFP 2,000 TPA plant Q3 FY27 - Birla Tyres merger proposed; business on track to breakeven - Mining operations to start this quarter after environmental clearance - EBITDA per metric ton expected 20,000-24,000 INR range; margins resilient to raw material price swings - Capex spend INR 800-900cr in FY27; full impact of new capacities from FY29 - Working capital improving; focus on internal accrual funding for capex