Revised Earnings Call Transcript

AI summary - Q1 FY27 consolidated revenue grew 19.2% y-y to INR370 Cr; PAT up 15% to INR38 Cr - Standalone sales rose 14.7% y-y; PAT increased 31.7%; EBITDA up 21.7% y-y - Strategic pivot to diversified high-margin verticals including aerospace, automotive adjacencies, electrification, robotics, and defense - FY31 revenue target around INR2,700 Cr based on 14.38% 12-month growth; aspirational INR3,000 Cr - Capex of INR270 Cr planned; INR60 Cr invested, INR100 Cr ordered; plant commissioning by April 2027 - Defense/aerospace order book ~INR30 Cr; total defense orders ~INR50 Cr; aerospace revenue target INR300 Cr by 2031 - New US production order for GM Corvette planet pins validates US manufacturing footprint - Margins expected between 18%-20% annually; focus on profitable, sustainable growth