Dhoot Transmission Limited — Q2FY27 earnings call summary

Filed 10 November 2026 · Official transcript

CAPEX guidance increased to Rs 750 Cr for FY27 due to strong growth and capacity expansion
Commodity price pass-through ongoing; margin guidance maintained at 15-16%
Q2 FY27 revenue grew 60% y-y; wiring harness up 44.6%, non-wiring harness 124%
Multilink integration expected to improve margins by April 2027
FY27 growth guidance revised up from 30% to 40-45%
Export growth expected at 10-15% annually for next 3 years
Working capital receivables expected to normalize to 45-55 days
Organic adjusted EBITDA margin steady at 15.2%, reported margin 14.3% including ESOP and Multilink