Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2FY27 revenue 2529 Cr +145% y-y, H1 revenue 4439 Cr +116% y-y - Q2 operational EBITDA 685 Cr at 27.1% margin, +624 bps q-q; H1 operational EBITDA 1082 Cr at 24.4% - Q2 PAT 517 Cr; H1 PAT 714 Cr vs 14 Cr in H1 FY26 - Order book at 35274 Cr, 4.6x from start FY27; 3021 Cr scheduled for Q3 FY27 - Data Center segment 33% of H1 revenue, targeting 50% for FY27 - FY29 revenue target 20000 Cr, EBITDA margin upgraded to ~30% from 27% - Capex ~1000 Cr/year through FY29 for capacity expansion and new greenfield facility - Attach rate reached 24% in H1 FY27, aiming to grow further - Hollow Core and Multi-Core fiber commercial scale expected in 1.5-2 years - Net cash 703 Cr; CRISIL rating upgraded to AA stable - Strong global demand driven by AI, 5G/6G, FTTx; multiyear contracts with hyperscalers and telcos - Focus on high-value integrated connectivity solutions and innovation with 805+ patents