Shakti Pumps (India) (NSE:SHAKTIPUMP) Q2 2027 Earnings Call

0:00 Ladies and gentlemen, good day, and welcome to Q2 and H1 FY 'twenty seven Earnings Conference Call hosted by Shakti Pumps (India) Limited. As a reminder, all participants' line will be in the listen only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Please note that this conference is being recorded. I now hand the conference over to Mr. Rohit Anand from Ernst and Young LLP. Thank you, and over to you, sir. Good afternoon, everyone. Before we proceed, let me remind you that the discussion may contain forward looking statements that may involve known or unknown risks, uncertainties and other factors.

0:48 It must be viewed in conjunction with our business risks that could cause future results, performance or achievements to differ significantly from what is expressed or implied by such forward looking statements. To take us forward through the financial results and the development And to answer your question (India) today, we have the senior management of Shakti Limited represented by Mr. Dinesh Pattithar, Chairman Mr. Ramesh Pattithar, Managing Director Mr. Ramakrishna Satluri, CEO, Shakti Energy Solutions Limited Mr. Dinesh Patil, Chief Financial Officer and Mr. Ravi Patithar, CS and Compliance Officer. We will start the call with a brief overview of the past quarter by Mr. Dinesh Patigar, our Chairman.

1:39 I would now hand over to the call to Mr. Dinesh Patigar, sir. Over to you, sir. Thank you, Rohit. Investor, analyst, Shakti Pumps Quarter H1 call. Solar pump installation, export business, rooftop, solar and domestic or industrial business team,

5:32 dealers, investor or Thank you very much. We will now begin with the question and answer session. Anyone who wishes to ask a question may press star and one on the touch tone telephone. If you wish to remove yourself from the question queue, you may press star and 2. Participants are requested to use handsets while asking a question. The first question is from the line of Varun Agrawal, an individual investor. Please go ahead. Hello, sir. Thank you for taking my question. Just a few questions, housekeeping.

6:19 Sir, I wanted the numbers for the solar pump controllers... Sorry, the solar pumps that we sold in the cash market in q two and also for the first half of the year. Number percent growth domestic business sector solar pumps electrical pumps Okay, sir. Production pumps and motors first half of the year? 68% capacity utilized, sir. 68%. Okay. Sir, on a rooftop guidance top line '27 or '28? Rooftop question answer sir.

7:12 Question. So this this quarter compared to the same quarter last year, we had a good 58% growth in the revenue. So early days, but very, very positive messages from the market. Partners, large distributors also are now coming to us. So we set them up. And now once the modules also start rolling out, then they will have a complete solution. Then the the future is very good. Okay. And so last question, in guideline IT, pump controller draft guidelines Sir, pump control guidelines state for the consultations pump control ready market ready.

8:35 That's all from my side. Thank you. Good luck. Thank you. Thank you. Anyone who wishes to ask a question may press star and 1. Participants who wish to ask a question may press star and 1 at this time. The next question is from the line of Deepak Rathore from Marwari Shares and Finance Limited. Please go ahead. Thank you.

12:47 The next question is from the line of Deepak Pourswani from Swan Investments. Please go ahead. Yes. Thank you for the opportunity. First, Samantha, about H1 FY 'twenty seven five forty three solar EPC twenty three thousand eight hundred and sixty five unit sales export 95 Okay. For domestic industry or other segments segment.

13:45 EPC. Mhmm. For 177 crore export sales. You want to include project sales? Domestic industry or other. Okay. Okay. And secondly, sir, current order book Mhmm. Revenue. Okay. Quarter orders start plus export or domestic order.

14:52 Sufficient order book available. Okay. And this time, first of all, what is receiving pricing, borrowing pricing, some other increase. So from the q four perspective, year end perspective,. Actually, end collection be improved plus the profitability be improved. Okay. Close Okay.

15:58 And secondly, if the export market point of view, especially from an experience perspective Okay.

17:15 Okay. Thank you and wish you all the best. Thank you. Thank you.

18:01 Thank you. The next question is from the line of Prakhar Tibdewala from Choice Institutional Equities. Please go ahead. Hello. Or announcement Okay. Okay, sir.

19:15 So, it was a follow-up assignment. Sir, Okay. Approximately total CapEx $400,000,000 time.

20:34 Thank you, sir. The next question is from the line of Divyansh Jaju from Srinathar Asset Management. Divyansh, you can go ahead. Hello, Avalaraj? Yes. Yes, sir. So just like, basically, I want to start PM percent 2.2 get delayed by another like six to nine months. So like how the company is planning to manage its operation? Like what's alternative opportunity we are looking to utilize our manufacturing capacity? Okay. Also, EBITDA margin

22:06 improved only the reason apart from like PM to some reason possible? Okay, sir. Thank you. Thank you very much. Thank you. Before we take the next question, we would like to remind the participant that you may press star and one to ask a question.

22:55 The next question is from the line of Ankit Shah from Anandrati Share and Stock Brokers. Please go ahead. Hello? Am I audible? Yes, quarter meeting date. Okay. Sales realization almost same level pay, sir.

23:46 1% sales I wasn't asked. Next tender price Okay. Okay.

27:16 Okay. Interest cost around 7% or your debt level $8.35 collection number of the two per month. We will less than 500 or minus. 800 crores. Thank you. Thank you. The next question is from the line of Parth Mehta, an individual investor. Please go ahead. Anumiska, sir, may I question solar system pump VFD structure or solar panel in house manufacture export Okay. So Uganda

28:46 project complete country Africa or America or export Okay. Okay. Thank you so much. That's all.

29:40 Thank you. The next question is from the line of Anirud Gangagar. Please go ahead. Thank you, Sir, basic Savalta. Ninety days complete confident yes, Okay. Thank you. Thank

31:33 you very much. Thank you. Ladies and gentlemen, that was the last question for today. I would now like to hand the conference over to Mr. Dinesh Pattidar sir for the closing comments. Over to you sir. Thank you very much. Thank you. On behalf of Shakti Pumps (India) Limited, that concludes this conference. Thank you for joining us, and you may now disconnect your lines.