Transcript of Earnings Conference Call for the Quarter and Year ended March 31, 2026

Prostarm Info Systems reported Q4 FY26 operating revenue of INR 105 crores (27% YoY growth) but a sequential decline due to supply chain disruptions from geopolitical tensions affecting freight costs and component availability. FY26 full-year revenue stood at INR 386 crores (10% YoY growth), with EBITDA margin moderating to 12% from 12.98% in FY25 due to higher procurement costs and employee expenses increasing from INR 22 crores to INR 29 crores. The company achieved net debt-free status with long-term debt reduced to INR 80 lakhs from INR 3.4 crores. The order book is strong at approximately INR 1,202 crores including executable orders of INR 1,106 crores plus L1 orders. The Jhajjar 1.2 GWh BESS facility is expected to be operational by end of Q1 FY27, and management guided minimum 25% revenue growth for FY27 with EBITDA margins expected in the 12-13% range.