• The document is a regulatory filing containing the transcript of the Q1 FY27 Earnings Conference Call held on July 31, 2026. The call was an earnings call to discuss the financial results for the quarter ended June 30, 2026.
  • The event was held on Friday, July 31, 2026, at 12:30 P.M. IST.
  • The stated purpose of the event was to discuss the company's Q1 FY27 financial results, provide business updates, and share the outlook for the coming quarters.
  • The meeting was scheduled after the earnings announcement, as referenced by the letter dated July 28, 2026, intimating the schedule of the call.
  • Management participants included:
  • Mr. S. Rangarajan – Chairman & Managing Director
  • Mr. Venkata Subramanian – Chief Financial Officer

The call was moderated by Ms. Prayasi Patel from Go India Advisors.

  • The transcript of the earnings call was made available on the company's website and was filed with the stock exchanges.
  • The company included standard forward-looking statement disclaimers, noting that the discussion may include certain forward-looking statements that must be viewed in conjunction with the risks the company may face. There was no specific statement indicating that no Unpublished Price Sensitive Information (UPSI) would be shared.
  • Financial Period Discussed: Q1 FY27 (quarter ended June 30, 2026).
  • Key Financial Highlights Disclosed in the Transcript:
  • Revenue from operations: INR 116 crores (17% YoY growth)
  • Gross Profit: INR 91.5 crores
  • Gross Margin: 78.9%
  • EBITDA: INR 31.4 crores
  • EBITDA Margin: 27%
  • Profit After Tax (PAT): INR 22.1 crores
  • PAT Margin: 19%
  • Cash, bank balances, and investments: INR 530 crores (as of June 30, 2026)
  • Order Book (as of June 30, 2026): INR 920 crores
  • Order Book (including orders received in July and orders negotiated): INR 2,654 crores
  • International Order Book: INR 39 crores
  • Forward-Looking Statements & Strategic Themes:
  • Full-year growth guidance of 20% to 25% revenue growth for FY27.
  • Expectation to maintain EBITDA margins in the 35% to 40% range.
  • Confidence in securing around INR 2,000 crores of fresh order inflows during FY27.
  • Focus on expanding export footprint and international engagements.
  • Initial traction in drone and counter-drone business, expected to be a future growth driver.
  • Ongoing investments in engineering talent, future capabilities, and AI-driven initiatives.
  • Capex plan of approximately INR 150-200 crores over the next two years for infrastructure and production line expansion.

Additional Notes Section

  • The document was a submission to the National Stock Exchange of India Limited and BSE Limited under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
  • It was a follow-up to an earlier letter (no. SEC/SE/047/2026-27 dated July 28, 2026) that intimated the schedule of the earnings conference call.
  • The transcript itself was provided as an enclosure to this filing.
  • No new financial data was disclosed in this specific announcement cover letter; all figures were part of the enclosed transcript from the already-held call.