Investor Presentation

Here's a concise, retail-friendly summary of the investor presentation: **1. Business Performance:** Dhoot Transmission delivered a robust Q1 FY27, with revenue soaring 49.7% YoY to ₹1,446.4 Cr and EBITDA climbing 29.0% YoY to ₹218.4 Cr, maintaining a 15.1% margin.

Both Wiring Harness (up 44.6%) and Non-Wiring Harness (up 67.7%) businesses saw strong growth.

EV revenue was a standout, jumping 79.2% YoY and now contributing 27% of total revenue.

India remains the dominant geography, contributing 92% of revenue. **2. Growth Drivers or Strategy:** The company is strategically focused on the high-growth Indian auto sector, benefiting from electrification, premiumization, and advanced connectivity.

Approximately 95% of its auto product portfolio is EV-focused or powertrain-neutral.

The outlook for the Wiring Harness market is strong, projected to grow 14-16% CAGR for 2Ws and 7-9% for 3Ws (FY26-31), fueled by increasing content per vehicle from safety and EV trends. **3. Recent Developments:** Dhoot successfully gained control of Multilink in June, with integration expected by Q3/early Q4, aiming to deepen its electrical & electronics presence.

The company also entered a Joint Venture with Ride Vision in 2026 for Advanced Driver/Rider Assistance Systems (ADAS). **4. Key Financial Metrics (Q1 FY27 YoY):** * Revenue Growth: 49.7% * EBITDA Growth: 29.0% * Profit After Tax (PAT) Growth: 37.8% * EBITDA Margin: 15.1% **5. Management Commentary / Outlook:** Dhoot is capitalizing on the Indian auto sector's structural growth journey, driven by significant EV penetration, rising disposable incomes, infrastructure development, and supportive government policies.

Continued innovation and in-house R&D capabilities are expected to sustain product leadership and drive future growth.