Synergy Green Industries Limited — Q2FY27 earnings call summary

Filed 06 November 2026 · Official transcript

PBDIT margin expected to expand by ~100 bps y-y despite steep input cost inflation
FY27 revenue growth guidance at 33%, supported by capacity additions and new customers
EBITDA growth of ~50% expected in FY27; net profit positive by year-end anticipated
Export revenues expected to grow over 50%, contributing ~30% of total revenues in FY27
Capacity utilization at 75% in H1FY27, projected to reach 80% for full year
Demand robust, driven by US AI-related energy needs and wind installations
Greenfield expansion planned in 15-18 months, current capacity supports 600-650 Cr revenue
Management cautious on capacity expansion due to execution and skilled labor constraints