Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Standalone Q1 FY27 revenue grew 16% y-y to INR1,461 Cr; EBITDA down 4% y-y at INR165 Cr; PAT down 9% y-y at INR99 Cr - Domestic power gen revenue up 18%, industrial 19%, distribution & aftermarket 20%; international revenue down 11% - Secured first hyperscale data center order ~192 MW; execution and pipeline development ongoing - Employee costs rose 40% y-y due to increments, ESOPs, and capability investments - Export markets impacted by Middle East geopolitical issues; normalization expected in 3-6 months - FY30 revenue target $2bn (~INR16,600 Cr) with aspiration to improve EBITDA margin beyond current levels - Distribution & aftermarket business growing double-digit; service response times improving with 2-hour guarantees in some cases - New energy vertical developing modular Optiprime systems, gas-based power, defense, and advanced combustion tech - Pricing actions taken to offset commodity inflation; margin improvement expected as price realization lags