Transcript - Investor call held on August 06, 2026

AI summary - Q1 FY27 consolidated revenue Rs.555 crore, +51.3% y-y; energy 79.5%, telecom 20.5% - Order book strong at Rs.10,803 crore; energy Rs.8,453 crore, telecom Rs.2,350 crore - BESS capacity expanded to 5 GWh; 10 GWh plant commissioning expected by Dec 2026 - Capex Rs.300 crore for 10 GWh expansion and container manufacturing, funded internally - FY27 revenue guidance Rs.3,200-3,400 crore; H1 revenue target 40-45% of annual - EBITDA margin Q1 at 15.5%; PAT margin guidance 10.5-11% - C&I BESS segment offers 4-5% higher EBITDA margin than grid-scale (13-15%) - Price variation clauses included in recent tenders to mitigate lithium cost volatility - AI data center power solutions partnership with Megmeet progressing; revenue plan in next quarter - Export market exploration ongoing in Saudi Arabia with initial small orders