Elgi Equipments Limited — Investor Meet, 04-03-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ELGI anticipates 11% growth this fiscal, targeting USD 750 mn revenue by FY31 with 18% EBITDA and 35% ROCE. North America's performance has recovered, while Europe is at break-even due to cost restructuring. The new Demand=Match technology, providing 6-17% customer energy savings, is boosting price realization in India and will roll out globally. Motor imports are significantly reduced to 5%. Future growth will be driven by market share gains, new product introductions, and a robust aftermarket business (currently ~20% of revenue). Strategic investments in go-to-market initiatives and digital transformation aim to expand margins over the next 1-2 years. Management is confident in achieving long-term value through innovation and market penetration.