Dynamic Cables Limited — Investor Meet, 26-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Dynamic Cables delivered a strong Q1 FY26, achieving record revenue (+26% YoY) and profit (+57% PAT), with operating margins stable at 10.3%. The company's robust order book stands at Rs. 734 Cr, providing 6-9 months of revenue visibility. Management is optimistic about structural growth opportunities in the power infrastructure sector, including rural electrification, renewables, and high voltage networks. The Rs. 35 Cr CAPEX for the new plant, focusing on solar and HV cables, is on track for H2 FY26 commissioning. The company, a pure B2B player serving major clients, expects to maintain EBITDA margins between 10-10.5%. Net debt stands at Rs. 60 Cr.