Q2 FY27 call: revenue up 411% YoY, INR 1,000 cr Blackwell deal signed
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Q2 FY27 revenue INR 2,238 mn (up 411% YoY, 43% QoQ). EBITDA INR 1,715 mn at 76.6% margin, up 141 bps. PAT INR 727 mn, EPS INR 3.48. Signed nearly INR 1,000 cr deal for Blackwell cluster with a Sovereign AI company through June 2029. Existing B200 capacity fully used. Targets 70%+ EBITDA margin medium term but declined forward guidance. Next 1,024 B200 GPUs expected live this quarter. International revenue 20-25%, India AI Mission 13-15%.
Strong Q2 print and INR 1,000 cr multi-year Blackwell contract boost revenue visibility; B200 capacity fully locked in through 2029.