Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 consolidated revenue INR320cr +24% y-y, EBITDA INR102cr +25%, margin 31.9% - Healthcare revenue INR175cr +78% y-y, now 55% of total revenue; 10.4mn devices delivered in Q2 - Launched Toby Reusable auto-injector, 70% more sustainable than disposable - Consumer revenue INR116cr down 14% y-y, Industrial revenue INR29cr +23% - Capacity utilization improved to 52.5%; Abu Dhabi facility expansion on track for FY28 - Guidance: expect to exceed 36mn devices in FY27; innovator partnerships targeted by end CY27 - Semiconductor packaging commercial shipments start Q4 FY27; capex ~INR100cr for Consumer Electronics - Pricing pressure built into contracts; margin expected to hold with operating leverage - Multiple analyst queries on Toby Reusable market potential and innovator onboarding timeline