Pace Digitek Limited — Q2FY27 earnings call summary

Filed 06 November 2026 · Official transcript

BESS manufacturing capacity expanded to 5 GWh; targeting 10 GWh by Q4 FY27
EBITDA margin expected 16-17% for energy; C&I segment to contribute 30% of energy revenue with better margins
PAT margin guidance ~10% for FY28; expected to improve with C&I growth and backward integration
Q2 FY27 consolidated revenue Rs. 808 Cr +51.5% y-y; H1 Rs. 1,364 Cr +51.4% y-y
FY27 revenue guidance revised upward to Rs. 3,300-3,500 Cr; FY28 guidance Rs. 4,000-4,200 Cr
Build-to-operate projects funded by increased borrowings; net debt Rs. 856 Cr; ROE 13.2%
Lithium-ion prices stabilized; container in-house fabrication to reduce BESS cost by 4-5%, improving EBITDA margin by 1.5-2%
Working capital improving; receivables expected to normalize to ~150 days; payables to reduce to Rs. 800-900 Cr