• Event Type: Q1 FY27 Earnings Conference Call (Post Earnings/Quarterly Call) organized by ICICI Securities Limited.
  • Date and Time: Thursday, August 6, 2026 at 6:15 P.M. (IST).
  • Purpose: Discussion of the Unaudited Financial Results for the first quarter ended June 30, 2026.
  • Management Participants: Mr. Shekhar Bajaj (Chairman), Mr. Sanjay Sachdeva (Managing Director and CEO), Mr. Vishal Chadha (COO - Consumer Products), Mr. Rajesh Naik (COO - Lighting Solutions), and Ms. Ashween Anand (CFO).
  • Availability of Materials: The transcript is hosted on the Company's website at https://cdn.shopify.com/s/files/1/0881/0849/9244/files/TranscriptoftheEarningsCallforQ1FY27.pdf?v=1786533428. The Financial Results and Earnings Presentation were available on Stock Exchanges.
  • UPSI Statement: The document does not explicitly state that no unpublished price sensitive information (UPSI) will be shared, as it is a submission of a transcript where results were already discussed.

Financial & Operational Highlights from Transcript Context:

  • Financial Period: Q1 FY27 (quarter ended June 30, 2026).
  • Revenue Growth: Overall revenue grew by 2.3% year-on-year.
  • Segment Performance: Consumer Products grew at 1.7% (returning to growth after multiple quarters of decline), while Lighting Solutions grew at 4.4%.
  • Margin Performance: EBIT margin improved significantly to 6.6% from 2.5% YoY. Consumer Products EBIT margin was 3.9% versus negative 1.7% YoY.
  • Forward-looking Statements: Management expressed confidence in sustaining momentum, targeting 8-10% annual growth (ahead of estimated industry growth of 6-7%), and expects lighting margins to return to double digits after exiting legacy contracts affected by commodity inflation.

Additional Notes Section

  • Attachments: The regulatory filing includes the enclosed transcript of the earnings call.
  • Financial Data Disclosure: This specific cover letter does not contain financial figures; it serves as a compliance submission for the transcript which contains the detailed discussion of results.
  • Compliance Reference: The submission is made pursuant to Regulation 30 (read with Sub-para 15 of Para A, Part A, Schedule III) of the SEBI Listing Regulations, following earlier letters dated July 27, 2026 (L-1/0105/PG/PD) and August 6, 2026 (L-1/0111/PG/PD).