NSEAnalysts/Institutional Investor Meet/Con. Call Updates3 Nov 2026 · 3 Nov 2026, 07:31 am

Analysts/Institutional Investor Meet/Con. Call Updates

Creative Newtech Limited · CNL

✦ AI Summary▲ PositiveExpansion

Creative Newtech Limited's Chairman and Managing Director, Ketan Patel, discussed the company's Q2 Half Year Ended FY27 Earnings Conference Call, highlighting significant achievements and future vision. The company has made progress in building capabilities, strengthening participation in government infrastructure, and expanding into emerging technology areas such as surveillance and drone technology. The company has also launched its global consumer technology brand, WOZOYO, under its wholly-owned Hong Kong subsidiary, Secure Connection Limited.

Analysis Scores

Earnings Impact6/10
Growth Catalyst8/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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“Creative Newtech Limited Q2 Half Year Ended FY27 Earnings Conference Call” October 29, 2026 MANAGEMENT: MR. KETAN PATEL – CHAIRMAN AND MANAGING DIRECTOR – CREATIVE NEWTECH LIMITED MR. AJIT THAKUR – CHIEF FINANCIAL OFFICER – CREATIVE NEWTECH LIMITED MR. VIJAY ADVANI – WHOLE TIME DIRECTOR AND SAAA CONSULTANTS, INVESTOR RELATIONS TEAM – CREATIVE NEWTECH LIMITED Page 1 of 21 Creative Newtech Limited October29, 2026 Moderator: Good afternoon, ladies and gentlemen. On behalf of Creative Newtech Limited, we extend a warm welcome to all participants joining us for the Q2 Half Year ended FY27 Earnings Conference Call. We sincerely appreciate your presence as we discuss this quarter and half year's performance, highlight significant achievements and share our vision for the future. This conference call may include forward-looking statements that are based on the company's beliefs, assumptions and expectations as of the date of this call. These statements are not assurances of future results and are subject to risks and uncertainties that remain difficult to foresee. As a gentle reminder, all participant lines will remain in the listen-only mode until we open the floor for question and answer session. Please note that this conference is being recorded. If you need any assistance during the call, please press star followed by zero to signal the operator. With that, it is my privilege to hand the call over to Mr. Ketan Patel, Chairman and Managing Director of Creative Newtech Limited. Thank you and over to you, sir. Ketan Patel: Good afternoon, everyone. Welcome to Creative Newtech Limited's Earnings Conference Call for the second quarter and half year ended September 30, 2026. I would like to begin by thanking all of you for joining us today. Joining me on the call are Mr.Ajit Thakur, our CFO; Mr. Vijay Advani, our Whole Time Director and SAAA Consultants, our Investor Relations team. Every quarter brings an opportunity to reflect on our progress, but some periods carry greater significance in shaping the future of business. For Creative Newtech the first half of FY27 has been one such defining chapter. Last year, we spoke about building deeper capabilities entering high potential technology majorly and preparing Creative Newtech for opportunities of greater scale. Today, I'm pleased to share that we are making meaningful progress in bringing those ambitions to life. India is entering an important phase of technology led development. Digital connectivity is expanding, infrastructure is becoming more intelligent and the demand for integrated technology services is growing across government, institutions and enterprise. At Creative Newtech we see this transformation as an opportunity to apply the experience. Partnerships and market capabilities, we have build over three decades to a much larger business landscape. During the first half we strengthen our participation in government infrastructure to significant development. Page 2 of 21 Creative Newtech Limited October29, 2026 We received an advance work order for BSNL, for the BharatNet Middle Mile Network Project in the Odisha Telecom Circle, with an approximate total value of INR3,194.83 crores. This represent a significant opportunity to participate in strengthening India's digital connectivity infrastructure. This development marks an important progression in our journey. They demonstrate a state of opportunity we are pursuing and reinforce our commitment building the execution capabilities required for complex technology infrastructure project. Surveillance and intelligence security infrastructure remains another important area of focus. Last year we discussed our ambition to deepen our presence in this ecosystem. Our proposed acquisition of Infinova India Private Limited pace this strategy forward, supporting our vision of building of Make in India surveillance and technology platform. Our partnership with Ravel Electronics further strengthened our portfolio in fire and life safety technology. Expanding our ability to address enterprise and institutional requirement through advance security and safety suggestion. We also continued developing our presence in drone technology, our partnerships with Drona Aviation expands opportunities in drone-based STEM education, while our association with Jupiter Electric Mobility strengthens our drone technology portfolio. Both developments support our participation in emerging technology applications. Alongside this strategic partnership, we achieved another important milestone with the launch of WOZOYO, our global consumer technology brand under our wholly owned Hong Kong subsidiary, Secure Connection Limited. For decades, we have helped global brands establish their presence in big markets. WOZOYO gives us an opportunity to leverage that expertise in developing our own consumer electronic and smart lifestyle brand, creating another avenue for long-term business growth. As I reflect on this development, one thing becomes clear, Creative Newtech is expanding its participation across infrastructure, enterprise solution, emerging technology and consumer markets. Each opportunity builds on our existing strength while adding new capabilities to our business. Equally important is the financial discipline supporting this expansion. Our operating cash flow stood at INR351.24 crores during the first half reflecting strong cash generation and reinforcing our focus on financial efficiency. As we pursue larger opportunities, disciplined capital allocation, working capital management and operational execution will remain central to our strategy. Looking Page 3 of 21 Creative Newtech Limited October29, 2026 ahead, our ambition is to convert the opportunities we have created into sustainable business growth. We remain focus on strengthening our capabilities, deepening strategic partnerships and building a technology business capable of participating in India's evolving infrastructure and innovation landscape. Last year we shared our direction for first half of FY27 has brought meaningful opportunities to advance it. Our next priority is to turn this progress into consistent execution and lasting value creation. I want to thank our team, customers, partners and shareholders for their continued confidence in Creative Newtech. With this, I would now like to invite Mr. Ajit Thakur, our CFO, to take you through the financial highlights for the quarter and half year. Thank you. Ajit Thakur: Thank you, sir. Good afternoon, everyone. The financial highlights of H1 FY27 tell an encouraging story of scale and profitability moving forward together. Creative Newtech has delivered stronger earnings, improved operating margins and substantial cash generation, reinforcing our ability to support business expansion with financial discipline. What is particularly encouraging is the pace of earnings growth relative to revenue. During the first half, our EBITDA grew by 55.78% against total income growth of 16.55% accompanied by an improvement in operating margins, which reflects meaningful progress in our earnings, performance and the financial strength of our expanding business. The second quarter further strengthened this performance with healthy business activity across our technology portfolio, supported by improved profitability and continued focus on operational efficiency. I will now take you through the key highlights of our consolidated financial performance. Please note that our financials are prepared in accordance with IndAS guidelines. Looking at consolidated Q2 FY27 results, the company reported revenue from operations of INR752.14 crores and total income of INR754.8 crores, reflecting a year- on-year growth of 14.43% in total income. The quarterly EBITDA stood at INR40.11 crores, registering a strong year-on-year growth of 50.70%. EBITDA margin improved to 5.31% compared to 4.04% in the corresponding quarter last year. Profit before tax stood at INR30.12 crores. PAT for the quarter ca [Showing first 8,000 characters — download PDF for full document]