Aartech Solonics Ltd

Financial Performance

• Revenue from operations: 728 lakhs for quarter ended 30 June 2026.
• Prior-year quarterly revenue: 433 lakhs.
• Revenue up about 1.5x year-on-year.
• Material consumed: 3.36 Cr.
• Employee benefits expense: 1.19 Cr.
• Total expenses: 7.2 Cr, vs 4.69 Cr YoY.
• Profit before tax: 1.19 Cr.
• Q1 subdued; next three quarters expected stronger revenue and margins.
• Order book at year start around 7 Cr.
• 7 Cr orders from last year executed in current year.
• No exceptional items in the quarter.

Operations and Product Focus

• Ultracapacitors focus: defense, data centers, energy storage.
• Product development philosophy: value-added solutions and rigorous validation.
• CRP margins around 10% plus; higher KV yields margins.
• Roadmap: target higher KV panels (220 to 415-765 KV) via collaborations.
• Exploring partnerships with relay manufacturers; potential in-house manufacturing.
• Certification: type testing by PGCIL/CIL; 18-24 months for evaluation.
• Factory visits welcome; investors can tour plant.

Balance Sheet and Liquidity

• Balance sheet healthy; negligible debt; only non-fund-based liabilities.
• Cash-positive for many years; plan to keep balance sheet tight.

Q&A Highlights

• Inquiries around 100 Cr; hand orders 10-15 Cr.
• Conversions possible this financial year; long gestation projects.
• Railways and oil & gas growth opportunities; BTS and CRP relevance.
• Data centers demand rising; energy storage applications.
• Ultracapacitors timeline: evaluations 18-24 months; full entry longer.
• R&D spend FY25 around 45 Lakhs; capitalization approach.

Outlook and Guidance

• Next 3 quarters expected to be healthy for revenues and margins.

Meeting Details

• Meeting date and time: 14 August 2026, 12:00 IST.
• Type and mode: Investor/Analyst Meet; audio recording.

Participants

• Key company participants: Company Secretary & Compliance Officer.

Purpose

• Discuss unaudited quarterly results for quarter ended 30 June 2026.

Availability

• Audio recording available on the company website.

Meeting Details

• Date: 14 August 2026.
• Time: 12:00 Noon IST.
• Type: Investor/Analyst Meet; Mode: audio recording.
• Event/organiser: Investor Meet (organised by Aartech Solonics Limited).

Participants

• Key company participant: Company Secretary & Compliance Officer.

Purpose

• Purpose: discuss unaudited quarterly results for quarter ended June 30, 2026.

Additional Notes

• Audio recording of the investor meet is available on the company website.

Standalone results

• Income from operations Rs 728.84 Lakhs; ~68% YoY growth.
• Total income Rs 894.88 Lakhs; vs Rs 583.95 in Q1-2025.
• Profit before tax Rs 173.59 Lakhs; profit after tax Rs 119.78 Lakhs.
• EPS (Basic & Diluted) Rs 0.38 for Q1-2026.
• Auditors' review: standalone results reviewed by Audit Committee; unqualified opinion.

Consolidated results

• Consolidated income from operations Rs 728.54 Lakhs; up from Rs 433.63 in Q1-2025.
• Total income Rs 892.59 Lakhs; up from Rs 573.32 in Q1-2025.
• Profit before tax Rs 218.90 Lakhs; profit after tax Rs 155.26 Lakhs.
• EPS Basic Rs 0.49; Diluted Rs 0.49.
• Auditors' Review: consolidated results unqualified.
• Enerqual associate: not included in consolidation due to ongoing dispute; not expected to impact.
• Paid-up equity share capital Rs 1,588.52 Lakhs.
• Segment: primary business is Electrical Items; no separate reportable segments under Ind AS 108; operations in India.

Notes on accounting & associates

• Enerqual Technologies Pvt. Ltd.: 30% stake; dispute; impact not included in consolidated results.
• Emphasis of Matter: dispute prevents obtaining sufficient information; opinion not modified.
• The Group's primary business is manufacturing electrical items; operations confined to India.

Audit & compliance remarks

• Independent Auditor's Review on both standalone and consolidated results; opinions are unqualified.
• Results prepared under Ind AS with necessary reclassifications to align presentation.

Meeting Details

• Date: Friday, 14 August 2026.
• Time: 12:00 PM – 1:00 PM.
• Type/Mode: One-on-One, Virtual.
• Event/Organizer: Aartech Solonics Limited – Analyst/Investor Meet.
• Purpose: Discuss Q1 FY2026 results and publicly available information.
• Participants: Company management team.
• Availability: Recording/transcript/presentation will be uploaded to exchanges and the company website.

Meeting Details

• Date/time: Friday, 14 August 2026, 12:00 PM–1:00 PM.
• Type/Mode: One-on-One investor meeting; Virtual.
• Organizer: Aartech Solonics Limited; Investor Meet.
• Platform: Google Meet; joining link provided in notice.

Purpose

• Discuss Q1 FY2026 results (quarter ended 30 June 2026) and public disclosures.

Participants

• Company management participants; exact roles not disclosed in filing.

Additional Notes

• Board to approve Q1 results on 13 August 2026.
• Results to be submitted to stock exchanges after board approval.
• Recording/transcripts will be uploaded to stock exchanges and the company website.

Dematerialisation status

• No dematerialisation/rematerialisation requests were received during 01-04-2026 to 30-06-2026.

Filing Status

• Trading window closed for insiders from 01-Jul-2025 until 48 hours after unaudited Jun 30, 2026 results.