Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 standalone revenue grew 31% to INR588 Cr; EBITDA margin rose 320 bps to 28%; PAT margin 19.6% - Consolidated Q2 revenue up 18.5% to INR602 Cr; EBITDA margin 21.8%; PAT margin 12% - Order book at INR5,082 Cr with strong demand from auto (36%) and aerospace/defense (36%) sectors - Machine dispatches at 1,911 units in Q2; capacity expansion ongoing with foundry starting soon - Huron revenue expected to reach INR300 Cr in H2 FY27 with 5-10% EBITDA margin - FY27 volume guidance: 8,000 machines with 25-30% growth and 25% EBITDA margin target - INR1,020 Cr capital investment approved under PLI scheme with 25% central subsidy; state subsidy expected - Supply chain challenges on CNC controllers managed with inventory buffers - Focus on evolving into mechatronics and industrial automation with increased R&D investment - Working capital improving; inventory days expected below 200 by year-end