Investor Presentation

AI summary - Q2 FY27 consolidated revenue grew 38.2% YoY to ₹1,853 crore; PAT rose 71% YoY to ₹112 crore - H1 FY27 revenue up 30.5% YoY to ₹3,664 crore; PAT increased 74% YoY to ₹242 crore - Electronics segment led growth with 59.9% YoY revenue increase; Electricals and Consumer Durables also grew strongly - Gross margin declined 325 bps YoY to 34.3% due to product mix and input cost inflation; pricing actions underway - EBITDA margin improved to 9.1% in Q2 FY27 from 8.1% in Q2 FY26 - South market grew 51% YoY; Non-South grew 23.2% YoY, contributing 41% of revenues - Net cash position improved to ₹530 crore as of Sept 30, 2026 - ROE and Core ROCE at 16% and 23.4% respectively over last 12 months - Management expects healthy growth ahead with margin recovery from pricing and cost initiatives