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Analysts/Institutional Investor Meet/Con. Call Updates

Filed: 19 May 2026, 17:21 IST Exchange: NSE Category: Financial Results — Earnings Call Transcript
AI summary - FY26 consolidated revenue INR36.26bn +33.2% y-y; EBITDA INR5.74bn +39.8% y-y; EBITDA margin 15.8%; PAT INR3.64bn, 10% margin - Q4 FY26 revenue INR12.43bn +26% y-y; EBITDA INR1.94bn; PAT INR912m; debt-to-equity ~0.2; EPS INR54.9 FY26 - EMS business cash flow positive INR2.5bn FY26; metering business receivables high at INR13.65bn due to installation delays - Metering revenue ~25% of total; installation delays causing working capital stress, expected resolution in 3 quarters - Strategic focus on product-driven growth, new product development to contribute ~30% revenue; OSAT and PCB ramp-up ongoing - Order book healthy at INR90bn+; diversification across automotive, EV, aerospace, railways, defense - Management acknowledges guidance misses due to geopolitical and execution delays; committed to improving execution and cash flow - Multiple analyst queries on metering business receivables and guidance; management committed to transparency and working capital improvement
Source: Original filing PDF — view on exchange portal
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