Diamond Power Infrastructure Limited — Q2FY27 earnings call summary

Filed 07 November 2026 · Official transcript

Q2 FY27 revenue 1,032 Cr +135% y-y; EBITDA 133 Cr (12.9% margin); PAT 108 Cr (3.9x y-y)
EBITDA margin guidance 11-13% in FY27; 14-16% post polymer commissioning in 2027
H1 FY27 revenue 1,722 Cr; PAT 166 Cr, exceeding FY26 full year profit
Polymer backward integration capex 170 Cr to boost EBITDA by 120 Cr from 2028
Tax shield from carry-forward losses until Q1 FY29
Order book 3,735 Cr (4,300 Cr at current prices); strong medium voltage and conductor demand
Capacity utilization ~45%; ramp-up and new lines planned
Data centre cables contributed 240 Cr in Q2; new copper cable line scaled rapidly