Earnings Call Transcript

AI summary - Q1 FY27 total income INR382 crores +8.3% y-y; EBITDA INR90 crores +1.4% y-y; PAT INR61 crores flat y-y - Highest ever quarterly order inflow ~INR532 crores; order book INR1,686 crores with INR1,140+ crores export orders - Aerospace segment growing with new AS9100D certification enabling onboard flight equipment supply - Semiconductor business expanding with new orders and skill development center for pipeline fabrication - LNG segment gaining momentum due to lower prices; multiple fueling station orders and marine LNG entry - Beverage keg business scaling with orders from global breweries; capacity utilization expected to rise to 50-60% by year-end - Logistics disruptions delayed INR32-35 crores dispatch impacting revenue growth; confident of 18-20% growth for FY27 - New manufacturing plant at Kandla expected operational by Dec 2026-Jan 2027 - Multiple large aerospace orders (~INR1,000 crores) with 1-2 year delivery timelines - Water microfactory partnership with Wayout Sweden to produce safe drinking water under INR1 million cost