Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 consolidated revenue INR2,257 Cr +17% y-y, standalone INR1,722 Cr +19% y-y - Standalone EBITDA INR191 Cr, margin 11%, down from 14% y-y due to input cost inflation - PowerGen revenue INR792 Cr +17% y-y; Industrial INR381 Cr +2% y-y; Distribution & Aftermarket INR293 Cr +29% y-y; International INR257 Cr +50% y-y - International business now 20% of sales, growing 59% y-y; focus on PowerGen segment - Arka Fincap AUM INR7,781 Cr, PAT INR11.5 Cr, net NPA 0.5% - Capex INR2,100 Cr planned for FY27; first new line operational next year - Pricing actions ongoing; margin recovery expected if commodity inflation plateaus - Market share gains in High Horse Power segment; 1010 kVA node share >30% - Data center segment engagement progressing; timelines subject to customer confirmation