Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Standalone Q2 FY27 revenue Rs.2710 Cr (+28% y-y); PBT Rs.253 Cr (flat y-y); ROIC 44% - Consolidated Q2 FY27 revenue Rs.7330 Cr (+33% y-y); profit before tax Rs.643 Cr (+40% y-y) - TICMPL revenue Rs.476 Cr in H1 FY27, targeting EBITDA breakeven for truck business by Q4 FY27 - Electric vehicle volumes growing; truck market share ~26%, SCV ~25%, tractor ~25%, 3W cargo low single digit - Medical business growing 20%+, aiming higher double-digit margins long term - Capex and investments funded internally; focus on adjacencies and new product launches - Commodity price pressures impacting margins; price hikes and cost reduction underway - Export revenues steady at ~15% of TI standalone revenue; geopolitical issues affecting growth - Multiple analyst queries on TICMPL profitability and EV market competition; management confident on roadmap