CMR Green Technologies Q1 FY27 earnings call: Revenue & Margins

Future growth expectations for CMR Green Technologies Limited: - Volume Growth: - Guidance of 25% volume growth for FY27. - Capacity expansion from 6.15 lakh tons to 7 lakh tons by the end of FY27, with two new plants at Tirupati and Odisha ramping up. - Growth driven by expansion in existing automotive customers and new greenfield and brownfield projects. - Revenue and Sales: - Revenue grew 65% year-on-year in Q1 FY27, supported by strong automotive demand and growing non-auto traction. - EBITDA target maintained at around INR12 per kg sustainably. - Market Position & Demand: - India's aluminum extrusion industry expected to grow at 12% CAGR through FY29. - Increasing EV penetration (8.26% in FY26) driving higher aluminum demand. - Expansion in non-automotive sectors aiming to rebalance sales mix toward 60% automotive, 20% non-automotive, and 20% other metals. - Working Capital & Sourcing:

Some relevant points indirectly related to orders and growth include: - The company is ramping up two new plants commissioned at Tirupati and Odisha, contributing to production volume growth. - Discussions and Memorandum of Understanding (MOU) exist with Hindustan Zinc, but no definitive orders or construction started yet. - Strong growth expected with existing customers in the auto sector, supporting volume guidance of 25% for FY27.