Earning Call Transcript of the Investors Conference call held for the unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter ended June 30, 2026

AI summary - Q1 FY27 consolidated revenue 1604 Cr +67% y-y; EBITDA 162 Cr +69% y-y; PAT 106 Cr +112% y-y - Exports grew 61% in Q1, contributing 24% of revenue; expected 30-40% growth in FY27 - ODM sales doubled y-y to 270 Cr (17% of revenue), targeting 25% long-term share - Order book at 6770 Cr with 35%+ revenue growth guidance for FY27 - Supply chain constraints persist; inventory treated as strategic asset to ensure supply - PCB project on track for commercial production by April 2027; initial EBITDA 10%, asset turn 1-1.5x - Automotive growth driven by EV and charging infrastructure; healthcare expected 50% growth - New JV with Kaga India targets 300-500 Cr business over 3-5 years - Management focused on long-term institution building, ESG initiatives, and cautious semiconductor entry