Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - FY27 revenue growth guidance at 33%, supported by capacity additions and new customers - Export revenues expected to grow over 50%, contributing ~30% of total revenues in FY27 - PBDIT margin expected to expand by ~100 bps y-y despite steep input cost inflation - Capacity utilization at 75% in H1FY27, projected to reach 80% for full year - Logistics disruptions caused inventory buildup; production up 25.8% y-y in H1FY27 - Demand robust, driven by US AI-related energy needs and wind installations - Competitive advantage over China due to rupee depreciation and tariffs in US - EBITDA growth of ~50% expected in FY27; net profit positive by year-end anticipated - Greenfield expansion planned in 15-18 months, current capacity supports 600-650 Cr revenue - Management cautious on capacity expansion due to execution and skilled labor constraints