Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 consolidated revenue 8.49bn (8.42bn), PAT 231m (192m) and H1 revenue 15.6bn (14.8bn), PAT 347m (246m) - Domestic ethanol business sees mix of Greenfield and Brownfield orders; feedstock diversification trend noted - International ethanol markets (USA, Brazil, Argentina, SE Asia, Africa) pipeline ~INR 1,000 Cr developing - Bio-IBA plant commissioning expected by end FY27; diesel blending tests underway - CBG JV with BPCL approved for INR 100 Cr investment; pipeline of 8-10 plants with INR 800-1000 Cr CAPEX - GenX business ramp-up underway; order inflows and revenues expected to grow in H2 FY27; breakeven targeted within 12 months - EBITDA margin bottomed at ~6.2%; expected to improve with GenX revenue growth - Data center precision fabrication orders ongoing; expansion to new customers planned - Management confident of achieving INR 10,000 Cr revenue by FY30 with some delay; growth drivers include GenX, international markets, CBG, and Bio-IBA