Dhoot Transmission Limited — Q1FY27 earnings call summary

Filed 10 September 2026 · Official transcript

EBITDA margin improved 110 bps QoQ to 15%; margin guidance 15%-16% for FY27
Q1 FY27 revenue grew nearly 50% YoY; wiring harness up 44.6%, non-wiring harness 67.7%
Multilink acquisition integration ongoing; expected 25%-30% growth with margins in line
Ride Vision JV progressing for ADAS two-wheeler products; regulatory-driven adoption expected
Net debt Rs 220 Cr at Q1 end; cash surplus post IPO equity infusion expected
IPO proceeds funding capacity expansion adding 15%-20% capacity this year
Content per EV vehicle 1.5x-4x ICE; capacity utilization managed for seasonal demand
Copper is 20%-23% of BOM; price pass-through with ~3-month lag