Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q1 FY2027 standalone revenue Rs.2,366 Cr +18% y-y; PBT Rs.213 Cr vs Rs.222 Cr y-y; ROIC 41% vs 39% - Engineering segment revenue Rs.1,566 Cr +21% y-y; EBIT stable at Rs.153 Cr - Metal Formed Products revenue Rs.408 Cr +11.5% y-y; EBIT Rs.28 Cr vs Rs.37 Cr y-y - Mobility revenue Rs.250 Cr +26% y-y; EBIT Rs.9 Cr vs Rs.7 Cr y-y - Consolidated revenue Rs.6,215 Cr +17% y-y; PBT Rs.461 Cr vs Rs.449 Cr y-y - Steel price inflation caused margin pressure; full price recovery expected in coming quarters - TI Medical business growing 20% y-o-y; new acquisition to contribute from Q2FY27 - CDMO 200KL reactor commissioned; commercial inspection expected next financial year - EV segment volumes up; losses reduced; one business breakeven expected FY27, two in FY28 - Engineering volumes up 17%; exports 14% of revenue with double-digit growth - Capex Rs.350 Cr planned for TI, Rs.100 Cr for Shanthi Gears in FY27 - External investors in TI Clean Mobility CCPS convert at IPO; timing and stake TBD