Xpro India Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Xpro India's Q4/FY26 earnings call noted a year of positive transition. FY26 net revenues were ₹505.5 Cr, down 5.6% YoY, driven by a Coex segment volume decline, though Q4 PBT rose to ₹16 Cr. The new Barjora dielectric film line is now commercial, targeting over 50% utilization, with the UAE plant expecting trials by Aug-Sep and commercial operations by Q3. Management is confident about structural dielectric film demand from EVs and renewables but remains cautious on geopolitical risks, volatile polymer prices, and forex. The focus is on higher-value ultrathin films and strategic capacity expansion.