Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 revenue 2,189 Cr +43% y-y; EBITDA 257 Cr +45% y-y; PAT 143 Cr +69% y-y - EV product revenue grew 113% y-y, contributing 10% of company revenue - New TFT instrument cluster orders lifetime value >1,000 Cr; production from FY28 - ECMS approval for display module localization; greenfield plant investment ~200 Cr, SOP in 18 months - Wiring harness EV share ~10%; high-voltage cables fully localized for top passenger vehicle - 35% of new order wins from EV platforms; broad product spread across 2W, 3W, CV, PV - Capex underway for 6-7 new plants including instrument cluster, TFT display, switches, die casting, wiring harness, EV products - Credit rating upgraded from AA- to AA; focus on exports, premiumization, R&D investment - Multiple analyst queries on EV product mix, localization, and margin impact addressed