Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 consolidated revenue 11.91bn INR +57% y-y; EBITDA 4.07bn INR +66% y-y; margin 34.2%; PAT 2.69bn INR +81% y-y - H1 FY27 revenue 22.36bn INR +51% y-y; EBITDA 7.65bn INR +69%; margin 34.2%; PAT 5.13bn INR +93% - HPP segment growth driven by higher volumes, improved pricing, and contract extension with Solstice adding USD180m revenue potential - Specialty Chemicals growth supported by MPP capacity debottlenecking and expanding product pipeline - CDMO business nearing USD100m run rate with Phase 2 cGMP-4 facility commissioning by Q4 FY27 - Capex plans include HFC capacity expansion, Chemours project commissioning in Q3 FY27, and advanced materials capacity by Q2 FY28 - Focus on operational efficiency, digital integration, AI in R&D, and renewable energy to meet 60%+ energy needs - Long-term growth expected from Advanced Materials segment targeting 10-15% of revenue by 2030