Laser Power & Infra Limited has scheduled a series of analyst and institutional investor meetings from September 23 to September 25, 2026. The company confirmed the dates in a disclosure filed with stock exchanges on September 18, 2026.

The meetings will take place in both virtual and physical formats. Management indicated that discussions will be restricted to publicly available information. No formal presentation is planned for the sessions.

Meeting Schedule

The company outlined the specific timeline and mode of interaction for the upcoming engagements.

Regulatory Compliance

The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company stated that no unpublished price-sensitive information will be shared during these interactions.

Debendra Banthiya, Company Secretary and Compliance Officer, signed the intimation. The schedule remains subject to change based on exigencies involving the analysts, investors, or the company.

Laser Power & Infra Limited has released the full transcript of its earnings conference call for the first quarter of fiscal year 2027 (Q1FY27). The transcript, dated August 14, 2026, provides investors with comprehensive insights into management’s commentary on the company’s financial performance and strategic direction for the quarter ended June 30, 2026. This release follows the earlier upload of the audio recording on August 11, 2026, ensuring that stakeholders have access to both the verbatim text and the original discussion.

The disclosure is made pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing was signed by Debendra Banthiya, Company Secretary & Compliance Officer, and digitally timestamped on August 14, 2026, at 12:37:48 +05'30'. The transcript covers the entire duration of the conference call, including the management presentation by Chairman and Managing Director Deepak Goel and Chief Financial Officer Amit Kumar Goel, as well as the subsequent question-and-answer session moderated by ICICI Securities Limited.

Financial Performance Highlights

During the call, management provided a detailed breakdown of the Q1FY27 financial results. Revenue from operations increased by approximately 15% year-over-year to ₹5,215 million, up from ₹4,541 million in Q1FY26. EBITDA grew by approximately 26% to ₹659 million, compared to ₹524 million in the corresponding quarter last year. The EBITDA margin improved to 12.6% from 11.5% in Q1FY26. Profit before tax (PBT) rose approximately 27% to ₹286 million from ₹222 million, while profit after tax (PAT) stood at ₹211 million with a PAT margin of approximately 4.1%.

Segment-wise, the manufacturing business reported revenue of ₹3,824 million, slightly down from ₹3,932 million in Q1FY26, with an EBITDA of approximately ₹388 million. In contrast, the EPC business delivered strong growth, with revenue increasing approximately 129% to ₹1,391 million from ₹609 million in Q1FY26. EPC EBITDA rose to ₹276 million from ₹93 million. Management noted that EPC profitability can vary between quarters depending on the project mix and execution stage.

Strategic Initiatives and Debt Reduction

A key focus of the call was the company’s post-IPO capital structure and strategic partnerships. Management disclosed that approximately ₹4,900 million of IPO proceeds were utilized towards the repayment of outstanding loans. Consequently, gross debt currently stands at approximately ₹3,600 million. After adjusting for fixed deposits of approximately ₹2,400 million held with bankers as margin money, the net debt position is negligible. CFO Amit Goel stated that this debt reduction is expected to result in progressive interest savings, estimated at nearly ₹40 crore annually at PBT level, given a cost of capital of roughly 9%.

Management also highlighted its partnership with US-based TS Conductors for the manufacturing of advanced AECC (Aluminum Alloy Composite Conductor) technology. Deepak Goel noted that the company has participated in tenders worth approximately ₹1,250 crore involving HTLS conductors and re-conductoring over the last year. He emphasized that this technology offers higher strength (approximately 1.5x more than existing conductors) and easier installation practices, addressing right-of-way constraints in India’s transmission network expansion.

Working Capital and Operational Outlook

Regarding working capital, management explained that requirements remained high during Q1 due to the initial stages of execution for projects with an aggregate value of approximately ₹8,000 million. These projects required procurement and mobilization ahead of billing milestones, leading to an increase in inventory working capital. However, management expects associated working capital to moderate as these projects progress through installation and certification phases. The company’s order book stood at approximately ₹27,884 million as of June 2026, comprising ₹14,327 million in manufacturing orders and ₹13,557 million in EPC orders.

What the Numbers Show

The divergence between manufacturing and EPC performance in Q1FY27 highlights the cyclical nature of Laser Power’s operations. While manufacturing revenue dipped slightly year-over-year, the EPC segment’s 129% revenue surge drove overall top-line growth. Furthermore, the significant reduction in gross debt via IPO proceeds suggests a structural improvement in future profitability, as finance costs—which absorbed approximately 55% of quarterly EBITDA in Q1—should decline progressively in subsequent quarters. The substantial tender pipeline for advanced conductors (₹1,250 crore) indicates a potential shift towards higher-margin products, although management cautioned that revenue contribution from these new technologies will only materialize upon order execution.