POLYCAB INDIA Q2 CONCALL HIGHLIGHTS
GUIDANCE, STRATEGY & GROWTH OUTLOOK
🚀 PROJECT SPRING & GROWTH OUTLOOK
• Project Spring progressing as planned, with meaningful results emerging.
• Focus on distribution expansion, brand building, premiumization and operational efficiency.
🎯 LONG-TERM MARGIN TARGETS
• W&C EBITDA Margin: 11–13% over the medium term
• FMEG EBITDA Margin: 8–10% by FY30
🇮🇳 DOMESTIC DEMAND DRIVERS
• India GDP Growth: 7.8% in Q1 FY27
• GST Collections: +15% YoY
• Government Capex: ₹5.10 lakh Cr during April–August (+18% YoY)
• ₹1.9 lakh Cr approved for Green Corridor Phase 3.
🏭 CAPACITY EXPANSION
• EHV plant commissioning expected in FY28, potentially starting around April–May 2027.
Varmora Granito Ltd – H1 FY27 FINANCIAL PERFORMANCE
Operational and financial performance for Q1, Q2, and H1 FY 2026-27:
– Revenue from operations grew 11.5% YoY to INR 7,142 mn in H1 FY27
– EBITDA grew 17% YoY to INR 1,013 mn in H1 FY27
– PAT increased 5.98x YoY to INR 537 mn in H1 FY27
– Q2 FY27 revenue reached INR 3,990 mn with 9% YoY growth
– GVT and technical products revenue contribution was 87% in H1 FY27
– Commenced production at new Allemby Ceramics facility in Tezpur, Assam
SHREE RAM TWISTEX Q2 FY27
Net Profit: ₹4 Cr ↑1% YoY | ↓23% QoQ
Revenue: ₹93 Cr ↑35% YoY | ↓34% QoQ
EBITDA: ₹9 Cr ↑35% YoY | ↓36% QoQ
EBITDA Margin: 9.3% vs 9.3% YoY | 9.7% QoQ
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