Olectra Greentech Limited — Q1FY27 earnings call summary

Filed 21 August 2026 · Official transcript

Truck segment nascent; pilot deployments ongoing; targeting 20-25% market share in FY28
New generation bus and truck platforms launching Q4 FY27 with INR450 Cr capex over 18 months
Raw material cost pressures in Q1 easing; margins expected to stabilize around 12-15% band
Q1 FY27 revenue grew 66% y-y to INR575.5 Cr; EBITDA up 30% to INR72.9 Cr; PAT rose 4% to INR23.2 Cr
EV bus market adoption at 7% in Q1; company targets 2,000-2,500 bus deliveries in FY27
Management confident of ramp-up to 600-700 bus deliveries per quarter by FY27 end
Mobility segment vehicle deliveries increased 122% y-y to 358 units; strong order book of 8,000+ buses
Energy division targeting 5x growth in 3 years with new insulator products and capacity expansion