Earnings Call presentation

AI summary - Q1FY27 revenue grew 27% y-y to INR 3,474 Mn; EBITDA rose 55% y-y to INR 898 Mn (25.3% margin); PAT increased 64% y-y to INR 566 Mn (15.9% margin) - ROCE above 27%, ROE at 20%, net cash INR 190 Cr; strong cash generation and balance sheet - New business order book robust at over INR 225 Cr with healthy pipeline across 3PL, PMP, and fabrications - Construction equipment segment growth supported by US infrastructure spending and Europe government projects in Q1 FY27 - Small agriculture segment strong in India with government subsidies; Western markets showing early recovery after volume declines - Large agriculture segment subdued; growth driven by new business wins in Europe, with recovery expected CY2027 - Aftermarket flat y-y due to tariff-driven price volatility; OEM business growth reduced aftermarket share - Long-term margin guidance remains at 20%; company investing in product portfolio diversification and global supply chain expansion - Manufacturing and warehousing facilities in India, US, Europe, and Mexico support dual-shore delivery model - Leadership team experienced with 250+ engineers and strong customer relationships across major geographies