CIE Automotive India Limited — Investor Meet, 27-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

CIE Automotive India's Q2 CY26: India sales rose 13% YoY to 1,650 Cr, but margins faced inflation pressure. Europe's sales in Euro terms fell 6%, though restructuring improved EBITDA margins to 15.9%. Consolidated sales hit 2,540 Cr; H1 PAT grew 18% to 490 Cr, with 1,420 Cr net cash. Management cited portfolio changes and weak exports for India's market-lagging growth, targeting 12-15%. New annual orders of 500 Cr fuel capex for expansions. Facing investor growth concerns, management stressed sustainable, profitable expansion, committing to accelerate projects with long-term India confidence.