NSEAnalysts/Institutional Investor Meet/Con. Call Updates3d ago · 6 Nov 2026, 06:34 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Pace Digitek Limited · PACEDIGITK

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Pace Digitek Limited has informed the Exchange about the transcript of the Investor Call held on November 2, 2026, on the Unaudited Standalone and Consolidated Financial Results of the Company for the Quarter and Half year ended September 30, 2026.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Pace Digitek Limited has informed the Exchange about Transcript

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PACE_06112026183338_Intimation_Transcript_of_Earning_Call.pdf

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Pace Digitek Limited (Formerly Known as Pace Digitek Private Limited and Pace Digitek Infra Private Limited) Regd. Office: Plot No. V-12, Industrial Estate, Kumbalgodu, Mysore Highway, Bangalore - 560 074. T : +91 80 29547792 / 94 / 95 / 96. E : info@pacedigitek.com w : www.pacedigitek.com CIN-L31909KA2007PLC041949 Ref No: PDL/2026-27/Q03_18 Date: November 06, 2026 BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G Dalal Street, Fort Bandra Kurla Complex, Bandra (E) Mumbai – 400001 Mumbai – 400051 Scrip Code – 544550 Symbol – PACEDIGITK Dear Sir/Madam, Sub: Transcript of the Investor call on the Unaudited Standalone and Consolidated Financial Results for the Quarter and Half year ended September 30, 2026 held on November 02, 2026 at 12:00 PM. In continuation of our letter bearing Ref No: PDL/2026-27/Q03_10 dated October 28, 2026 and pursuant to Regulation 46(2)(oa)(iii) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find the enclosed transcript of the Investor Call held on November 02, 2026, on the Unaudited Standalone and Consolidated Financial Results of the Company for the Quarter and Half year ended September 30, 2026. The transcript is available on the website of the Company on: https://www.pacedigitek.com/investor- relations/stock-exchange-compliance We hereby request you to take note of the same. Thanking You, For PACE DIGITEK LIMITED [Formerly known as Pace Digitek Private Limited and Pace Digitek Infra Private Limited] Meghana M P Company Secretary and Compliance Officer Membership No: A42534 Add: Plot No. V-12, Industrial Estate, Kumbalgodu, Bangalore-Mysore Highway, Bangalore - 560 074. Encl.: As above. Pace Digitek Limited Q2 and H1 FY2027 Earnings Conference Call November 2, 2026 12:00PM IST Management: Mr. Rajiv Maddisetty – Whole-Time Director – Pace Digitek Limited Mr. Rajavendhan P – Chief Financial Officer – Pace Digitek Limited Mr. Ajay Tambhale – Head, Investor Relations – Pace Digitek Limited Moderator: Mr. Ishan Verma – Antique Stock Broking Limited This transcript has been edited to improve the readability. Page 1 of 17 Pace Digitek Limited November 02, 2026 Moderator: Ladies and gentlemen, good day and welcome to Pace Digitek Q2 and H1 FY27 Earnings Conference Call hosted by Antique Stock Broking Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is now being recorded. I now hand the conference over to Mr. Ishan Verma from Antique Stock Broking Limited for opening remarks. Thank you, and over to you, sir. Ishan Verma: Thank you, Anam. Good afternoon, everyone. On behalf of Antique Stock Broking, I welcome you all to the Q2 and H1 FY27 Post-Results Conference Call of Pace Digitek Limited. We have with us today from the management Mr. Rajiv - Whole-Time Director, Mr. Rajavendhan - CFO, and Mr. Ajay - Head of Investor Relations. We will begin with the brief opening remarks from the management followed by the Q&A session. Thank you and over to you, sir. Rajiv Maddisetty: Good afternoon, everyone and thank you for joining Pace Digitek Limited Q2 and H1 FY27 conference call. I am Rajiv, Whole-Time Director, along with my team, we'd like to take you through the key developments and key figures for this financial year. So on behalf of Pace Digitek, I would like to welcome all the shareholders, investors, and analysts on this call. I hope you have had the opportunity to review our financial results and our investor presentation which we have uploaded in the exchanges. We have delivered a strong performance in the first half of FY27 with growth across both our energy and telecom businesses. During this period, we have expanded our BESS manufacturing capacity, progressed in several of our battery energy storage projects and we have reached a much better stage in all of these projects. I'd like to take you through some of the key developments for the first half of this financial year. Our energy business continues to be the growth driver for this company this year and the years to come. As the demand for BESS has increased, multi-fold in the last 1 year and in the coming years, we are seeing a growth opportunity of about 236 gigawatt-hour (GWh) by FY32, of which we want to be major contributors. So with this, we are seeing a good opportunity ahead of us, especially in the BESS segment. During our, H1 of FY27, we have commissioned about 875 megawatt-hour (MWh) of BESS capacity at our project sites. As of today, we have delivered about 1.8 GWh of BESS to our customers, and we have commissioned about 1 GWh at our own project sites. Our execution is spread across different types of contracts including BESS supply, EPC, build- own-operate projects. This gives us the ability to participate across different stages of energy storage value chain from manufacturing and supply to long-term developer projects. Page 2 of 17 Pace Digitek Limited November 02, 2026 During the first half, we have also secured significant orders in energy segment including BESS EPC orders from NLC India and DVC, a BESS BOOT order from BSES Rajdhani Power and BESS supply orders from NGSL and more other customers. These are orders demonstrate our ability to participate in large utility-scale storage projects across different business models. Some key updates regarding our manufacturing expansion in August, 2026, we have expanded our capacity from 2.5 to 5 GWh capacity, and we have also produced about 844 MWh of BESS capacity in this first half of the year. To put this into perspective, about 94% of the capacity which we produced in the last financial year we have produced in this first half of this financial year. So, we are making good progress in our BESS capacity and our production is currently running at full capacity of 5 GWh. We have also successfully developed our in-house BESS container facility and commenced production of BESS containers. We plan to start trial production from November 2026 and full-scale production from January 2027. With this BESS fabrication facility, we will be able to meet about 50% of our container requirements through in-house manufacturing. We have also successfully commenced production of our 261 kilowatt-hour C&I cabinets, and we have produced samples for couple of our customers, and we are expecting much bigger orders in the C&I market in the days to come. In telecom business, we have successfully commissioned more than 8,000 sites for BSNL, which is one of our largest projects in the telecom business. These 8,000 sites have also entered the O&M phase, which will continue for the next 5 years. During H1 FY27, we have also secured additional telecom orders, especially from the BSNL and in the BharatNet OFC projects. We also have a couple of other projects in pipeline we expect to win later this financial year. Our executable order book stands at Rs. 10,735 crores, comprising Rs. 8,528 crores in energy and Rs. 2,208 crores in telecom. During H1 FY27, we have secured inflows of about Rs. 2,437 crores, of which Rs. 2,173 crores came from our energy and Rs. 265 crores came from our telecom business. With that, I'd like to hand it over to our CFO, to take you through the numbers. Rajavendhan P: Thank you, Rajiv. Good afternoon, everyone. Now I would like to take you through the financial and operational performance for the quarter and half year ended 30th September 2026. Starting with the consolidated financial performance, the revenue from operations for Q2 stood at Rs.808 crores, registering a growth of 51.5% year-on-year and 45.5% quarter-on-quarter. For H1 FY27, the revenue stood at Rs.1,364 crores, representing a growth of 51.4% over H1 FY26. The energy segment c [Showing first 8,000 characters — download PDF for full document]