Delta Autocorp Limited — Investor Meet, 09-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Delta Autocorp sold 13,006 EVs in FY25, expanding to 315 dealers across 25 states and sustaining profitability with PAT of INR 8.39 Cr and EBITDA of INR 11.81 Cr. H2 outperformed H1, driven by product focus and bulk B2G/B2B orders. FY26 revenue is targeted at INR 110-120 Cr with 35-40% growth. The product mix aims for 70-75% B2C and 25-30% B2B/B2G, supported by a B2G order book of ~1,500 vehicles (~INR 23-24 Cr). Capex includes INR 21 Cr+ for new products and INR 4.4 Cr for a new plant. Margins are expected stable (EBITDA ~14%, PAT ~10%), with plans for COCO outlets and strategic partnerships to accelerate growth.