Transcript of Investor and Analyst Meet

AI summary - Q1 FY27 EBITDA margin exceeded 21%, expected to sustain around 19-20% post new capex - New plant commercial production starts September 2026, with 25-30% capacity utilization in first year - New plant revenue guidance INR 250-300 Cr for FY27, ramp-up gradual month-on-month - Domestic market restructuring ongoing; significant improvement expected from Q3 FY27 onwards - Export markets stable; US tariffs remain at 10%, Europe and Middle East showing growth - Raw material costs stable; price hikes taken in domestic market expected to sustain - Employee costs stable; depreciation to increase post new plant commissioning - Strategic partner Aica recently joined Board; technology transfer possible but no operational involvement yet