Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 revenue grew 19.5% y-y to INR73.8bn; EBITDA rose 28% to INR7.01bn with 9.5% margin; PAT up 25.7% to INR4.89bn - Home Appliance segment revenue up 20.9% y-y; EBIT margin improved to 8.7% driven by premium and Essential ranges - Home Entertainment revenue grew 17.2% y-y; EBIT margin rose to 12.9% supported by larger screen demand and B2B segment - Sri City plant compressor production to start Q3 FY27; AC manufacturing by Q4 FY27, boosting cost competitiveness - Vehicle Solutions business launched in India, targeting automotive infotainment and telematics as new growth pillar - Export markets expanded from 50 to 68 countries; Essential Series now in 21 countries with strong growth outlook - Premiumization and localization key drivers for margin expansion despite commodity and forex pressures - B2B segment growing steadily, targeting 15%+ revenue share by FY30; data center cooling solutions under evaluation - Management confident of outperforming mid-teens revenue growth and early double-digit EBITDA margin guidance for FY27