We submit herewith the Transcript of the Earnings Call for the Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter ended June 30, 2026, held on Wednesday, ....

AI summary - Consolidated Q1FY27 revenue grew 61.9% y-y to Rs 5,102 Cr; EBITDA up 55% to Rs 173 Cr; PAT up 69% to Rs 105 Cr - Standalone Q1FY27 revenue up 58% y-y to Rs 4,832 Cr; EBITDA up 50% to Rs 164 Cr; PAT up 65% to Rs 97 Cr - Unit shipments grew ~20%; price increases contributed ~30-35% of growth; market share gains ~10% - Strategic acquisition of 67% stake in VDA Infosolutions to expand integrated solutions - Semiconductor JV with Restar Japan formed; targeting $100 million revenue in 3 years with higher margins - Inventory days improved to 56; working capital discipline maintained despite growth - Q2FY27 expected to continue strong growth with slower price increases - Risks: supply constraints on components and laptops, especially entry-level models - Management confident of sustained 20% CAGR over long term despite cyclical fluctuations