544664

Management expects to sustain at least 21% volume growth in FY27, driven by full availability of new Supa capacity. EBITDA per ton is guided to be sustainable between ₹65,000-₹70,000 per metric ton. Total installed capacity will reach approximately 59,000 metric tons by Q4 FY27, with potential for an additional 10,000 tons. Growth drivers include the T&D sector, EV motors, and exports. The company is introducing PEEK insulated wires for EV traction motors by Q2 FY27, expected to yield the highest EBITDA per ton. A green copper backward integration project is planned for H2 FY27, and management aims to improve payable days to 25-30 days, which should significantly enhance FY27 cash flows.