Slides
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R E V E N U E Q2 FY27 ₹1,032 cr +135% YoY H1 FY27 ₹1,722 cr +133% YoY E B I T D A Q2 FY27 ₹133 cr +189% YoY · 12.9% H1 FY27 ₹218 cr +182% YoY · 12.7% P A T Q2 FY27 ₹108 cr 3.9× YoY · 10.5% H1 FY27 ₹166 cr 2.4× YoY · > full FY26
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Growth led by MV cables (11 / 33 kV), 66 kV EHV cables and AL-59 conductors; data-centre cables — a new, independent product line from the copper cable line —contributed ₹242 cr, 23% of Q2 revenue •
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Q2 REVENUE MIX: CABLES 40%, DATA-CENTRE CABLES 23% 40% 23% 31% 6% ₹1,032 Cr total Cables ₹412 Conductors ₹315 Data-centre ₹242 Others ₹62 Cables by voltage (₹412 Cr, ex data-centre) 48% 31% 10% 8% 3% ₹412 Cr cables 33 kV ₹199 11 kV ₹128 3.3 kV solar ₹39 66 kV EHV ₹34 1.1 kV LT ₹11 22 kV <₹1 D A T A - C E N T R E C A B L E S ₹242 Cr 23% of Q2 revenue — an independent product line from the new copper cable line; nil in Q1 M V 1 1 – 3 3 k V 79% of cable revenue ex data-centre, ₹327 Cr; 50% of all cables including data- centre
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Source: sales MIS, Sep-26 — pending value of live orders on variable-price basis. Live orders total ₹4,829 cr, of which ₹1,094 cr already executed. Conductors include ₹974 cr of AL-59 Lapwing for the HVDC programme. Data-centre orders of ₹485 cr basic (~₹620 cr with the 28% PV clause), ₹242 cr executed in Q2 FY27, are shown as a separate data-centre line. All orders carry price-variation clauses; at present market prices the outstanding book is worth about 15% more than its quoted value, ~₹4,300 cr.
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Data-centre orders of ₹485 cr basic (₹435 cr + ₹50 cr AurionPro), ~₹620 cr with the 28% PV clause; ₹242 cr executed in Q2 — L&T, AurionPro, Sterling & Wilson and Blue Star EPC orders