Elgi Equipments Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Elgi Equipments' Q1FY26 saw revenue up 8%, PBT up 18%, and significant PAT growth driven by strong treasury management. While operating profitability is solid, EBITDA was impacted by strategic investments in digital/IT transformation and headcount. Europe and Australia are challenging, but India's growth, though paused by US tariff uncertainty, remains strong. Management is confident in mitigating 25% US tariffs via cost savings like in-house motor production; 50% may require structural changes. New stabilizer tech and vacuum products show good progress. On track for $450M FY26 guidance. Confident, long-term focus.