Nanta Tech Ltd (NANTA) Q2FY27 Concall Transcript - Sep-2026 Qtr
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Moderator: Ladies and gentlemen, good day and welcome to the H1 FY27 earnings conference call of Nanta Tech Limited, hosted by XBefore Advisors. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions
Moderator: After the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on touch-tone phone. I now hand the conference over to Mr. Aagam Shah from Xbeam for advisory. Thank you and over to you, sir.
Aagam Shah (XBefore Advisors): Thank you. Good afternoon everyone and welcome to the H1 FY '27 earnings conference call of Nanta Tech Limited. Today on this call, we have with us, Mr. Mayank Jani, he is the managing director of Nanta Tech Limited. The conference call may contain few forward-looking statements about the company, which are based on beliefs, opinions, and expectations as of today. Actual results may differ. The statements are not guarantees of future performance and involves risks and uncertainties. With this, I now hand over the call to Mr. Mayank sir for his opening remarks. Over to you, sir.
Mayank Jani (Nanta Tech Ltd): Yeah, thank you, Aagam. Good afternoon everyone, thank you for joining us on Nanta Tech Limited H1 and FY '27 earning conference call. I will begin by giving a brief overview of the business for the new participant on the call followed by the key developments during the half, our financial performance, and our outlook for the rest of the year. Nanta Tech's journey began in 2018 through MNT Technologies, initially focused on audio-video integration and technology solutions. Nanta Tech Limited was incorporated in 2023 and subsequently acquired the business of MNT Technologies on a going concern basis. Today we operate through two core business verticals. Our first vertical is robotics and AI solutions, and another vertical is audio-video solutions. Our robotics and AI solutions operates under the Albotics brand and offers a wide portfolio of service robotics across hospitality, healthcare, logistics, warehousing, customer engagement, cleaning, delivery, and enterprise automation solutions. Our software and AI capabilities, strengthened through our acquisition last year of RSVP Power, our AI portfolio, comprised of our own in-house products like MEETIQ, EnTALK, EnTRA, VISITIQ, conversational AI, intelligent automation, predictive analysis, and enterprise software. Our audio-video business provides end-to-end AV integration solutions, including design, supply, installation, testing, commissioning, and maintenance of services for enterprise and institutional and government clients across healthcare, manufacturing, hospitality, education, and corporate customers. We serve a diversified customer base that includes reputed organizations such as Adani, IFFCO, Indian Hotels Company Limited, HAL, ISRO, BARC, Gujarat Electricity Authority, L&T, Indian Coast Guard, and Red Cross. H1 FY '27 has been a period of strong execution for the company. We continue to make meaningful progress across our strategic priorities, translating our focus on robotics and AI automation and audio-visual integration into tangible outcomes across orders, manufacturing capabilities, geographic expansion, and customer engagement. Our focus remain on strengthening our position as a tech lead, technology-led solutions provider catering to evolving needs of enterprise customer via physical AI. During H1 FY '27, the company continued to strengthen its presence in robotics and AI segment, advancing the adoption of Albotics robotics platform, expanding its market reach. The company also continued to build a strong pipeline of business opportunities, supporting a healthy growth prospects of the coming quarters. For H1 FY '27, revenue from operations stood at nearly 42.6 crore with EBITDA of 9.9 crore and PAT of 5.1 crore. As we progress throughout the year, we remain focused on scaling our robotics and AI solutions and audio-video businesses, expanding our geographical presence, strengthening our market position, and delivering sustainable growth. During the first half of HY FY '27, we achieved several strategic milestones across AI automation, service robotics, and manufacturing. We secured an AI automation solution worth of 6.6 crore for FinTech insurance provide to end-to-end AI services for their entire business. Services like power automation solutions, customer service chatbots, predictive analysis, intelligent workflow. The project scheduled for execution of 6 months mark our entry into BFSI segment and validate the growing applicability of AI across the industry. We also signed LOI with Connplex Cinemas to deploy 180 marketing and delivery robots across cinema network under Robot-as-a-Service model with an indicative contract of 14.4 Cr over 36 months. This engagement strengthens our recurring revenue while enabling us to retain ownership of the hardware, software, AI models, and intellectual properties. Additionally, signed exclusive MoU with Emtron Technologies Private Limited, a leading electronics manufacturing services company, for the joint design, development, and contract manufacturing of Albotics robotics requirement. The parties anticipated manufacturing orders with an indicative aggregate value of approximately 10 Cr over 15 months.
Mayank Jani (Nanta Tech Ltd): while Nanta retains full ownership of all designs, firmware, software, intellectual property. This gives us an asset-light and scalable manufacturing model and reinforces our commitment to make in India robotics, while allowing our teams to stay focused on product innovation and AI software. On the international front, we strengthen our global expansion strategy through establishment of Nanta Technology FZ-LLC, our fully owned subsidiary in Dubai, UAE. The subsidiary serves as a strategic gateway to high-growth markets across the GCC, including the UAE, Saudi Arabia, Qatar, and Kuwait. Through this presence, we aim to deepen our customer engagement, build relationships with regional customer, channel partner and system integration, and expand opportunity of our robotics and AI automation solutions across commercial, hospitality, retail, and institutional segments. We also expand our footprint in Southeast Asia through MoU with GM Biowell for the deployment and promotion of robotics and automation solutions across the Southeast Asian market, the countries like Malaysia, Brunei, and Singapore. This collaboration provides a platform to leverage GM Biowell's regional network and market understanding to identify customer requirements, develop business opportunities, and facilitate the adoption of our Allbotix robotics brand and automation capabilities in the Southeast Asia region. Together, these initiatives mark an important step in diversifying our geographical presence and building a scalable international business. We further strengthen our innovation capabilities through our TRN, The Robotics Nexus, our dedicated platform for research and development in robotics, and physical AI, and automation. TRN is focused on product innovation, prototyping, technology development, and industry collaborations, enabling us to develop solutions aligned with evolving customer needs while strengthening our in-house technology capabilities. Customer engagement and market development remain key priorities during this half. We established our flagship experience center in Ahmedabad, inaugurated our second experience center in Mumbai, Andheri East. This center brings our audio visual solutions, robotics, and AI solutions together in an integrated environment for live demonstrations and practical applications showcases. In addition to facilitating client meetings and product launches, the center serves as a platform for dealer training, solution validation, and proof of concept demonstrations, helping prospective enterprise and government customers better evaluate our offering and supporting the through the conversion of opportunities into business. From an industry perspective, we are witnessing increasing adoption of technology-driven solutions as a business focus on improving productivity, optimizing cost, and enhancing customer experience. Robotics and artificial intelligence and digital infrastructure are emerging as a key enabler of this transportation, creating significant opportunities across domestic and global markets. In robotics and AI, India installed more than 10,500 industrial robot in 2025, registering 15% year-on-year growth. The global service robotics market is projected at USD 107 billion by 2030, while the global robot as a service market is expected to grow from USD 2.7 billion to 16.54 billion by 2034, implying a CAGR of 22.3%. Additionally, India's professional service robotics market is projected to reach $2.7 billion by 2030, growing at a CAGR of 12.2%. These trends present opportunities across all the sectors like hospitality, healthcare, retail, logistic, and enterprise automation. At the same time, our audio visual solution business is also positioned to benefit from the rising investment in digital infrastructure, connected workplaces, and immersive experience. India's AV hardware market is projected to grow from USD 14.3 billion in 2023 to USD 27.2 billion by 2030 at a CAGR of 9.8%. The digital signage market too expected to grow from USD 1.3 billion in 2025 to 2.97 billion by 2033 with a CAGR of 10.7%. While the video conferencing market is projected to reach USD 1.58 billion by 2030, growing at a CAGR of 11.3%. These trends support demand for integrated AV solutions across corporate, education, healthcare, hospitality, and entertainment segments. We believe in convergence of robotics, AI, automation, and audio visual technologies will create compelling long-term opportunities with our diversified portfolio, expanding AI capability, growing presence across domestic and global market. We aim to capitalize this structural growth drive drivers while building a scalable business with both project-based and recurring revenue streams. Looking ahead, our focus
Mayank Jani (Nanta Tech Ltd): with Emberton. We continue to build our AI and software capabilities further strengthened by acquisition of RSVP within advancing innovation through PRN, Robotic Nexus. On the geographical front we intend to leverage our UAE subsidiary to expand across GCC market, pursue opportunity in Southern Asia with our collaboration with GN. Following the establishment of our experience center in Ahmedabad, Mumbai, we will also focus to enhance customer engagement through live demonstration, build a training program, proof of concept initiative to support business conversion. In parallel we aim to expand our integrated robotics AI and AV offering, strengthening enterprise and institutional relations to grow recurring opportunities through annual maintenance contracts, robot as a service model. This priority will guide us to build a scalable, innovative technology business, capitalize on emerging market opportunities. We remain committed to building a scalable, innovation-driven platform that delivers sustainable growth and long-term value for our stakeholders. Let me now take you through the financial performance for the half year ended in 30th September 2026. During H1 FY '27, the company delivered a strong financial performance with revenue from operations growing by 97.7% year-on-year basis to 42.6 Cr. compared to 21.5 crores in HY FY '26. The robust revenue growth supported by a continuous business expansion and improved operational efficiency translated into significant improvement of our operating profitability. EBITDA for H1 FY '27 stood at 9.9 crore, registering a growth of 221.2% over 3.1 crore in the corresponding period last year, reflecting our improvement in operating performance, EBITDA margin expanded by 900 basis points to 23.3% compared to 43 point 14.3% in H1 FY '26. The company also recorded healthy improvement in bottom line with profit after tax increasing by 131.4% year-on-year to 5.1 crore in H1 FY '27 as against 2.2 crore in H1 FY '26. Consecutively, PAT margins also improved by 170 points to 11.9% compared to 10.2% corresponding period of the same year last year. This performance highlights the growing strength and our diversified technology-led business models supported by increasing opportunities across growing robotics market, AI market, and automation market. Going forward we remain focused on strengthening our technology capability, expanding our market presence, improving our operation efficiency and capitalize on emerging opportunity across the business segments with the objective of sustainable our growth momentum and creating long-term value for our all stakeholders. With that, I would like to now like to open the floor for any question and answers.
Moderator: Thank you very much. We will now begin the question and answer session. Anyone who wishes to ask a question may press star and 1 on the touchtone 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. Ladies and gentlemen, we will wait for a moment while the question queue assembles. First question is from the line of Garvit Goyal from Seren Alpha. Please go ahead.
Garvit Goyal (Seren Alpha): Hi. Am I audible?
Mayank Jani (Nanta Tech Ltd): Yes, yes.
Garvit Goyal (Seren Alpha): Good afternoon, sir, and congrats for a good set of numbers. My first question is on the guidance for full year FY '27. Earlier we were thinking about 40%-50% kind of number, but looking at your execution in first half are are we going to revise that number on the upper side?
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