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Earnings Call Transcript

Paramount Communications Earnings Call Transcript: Key Takeaways

Paramount shows a strong recovery driven by US export normalization and domestic power infrastructure demand, successfully returning to FY25 margin levels.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growth17.4% YoY growth; ₹529.4 Cr revenue; exports rebounded 77% QoQ.
MarginsEBITDA at 7.1%; operating margins expanded 320bps YoY to 6.6%.
Order book₹615 Cr total; power cables represent 74% of total book.
Demand visibilityStrong; backed by grid strengthening, renewables, and data center buildouts.
Management confidenceHigh; confident in US recovery and structural domestic growth phase.

Growth

Revenue grew 17.4% YoY to ₹529.4 Cr, led by power cables and a 77% export rebound.

Outlook

Targeting ₹5,000 Cr revenue by FY31 with ₹500 Cr expected from Narmadapuram in FY28.

Risks

Sensitivity to metal price volatility and heavy reliance on US export policy stability.

Last quarter's promises, checked

Delivered

  • Guided pre-U.S. tariff margin levels → delivered 7.1% EBITDA (= BEAT)
  • Guided strong sequential recovery → delivered 77% export rebound QoQ (= BEAT)
  • Guided 15-20% top-line growth → delivered 17.4% YoY (= BEAT)

Partly delivered

  • Guided ₹500 Cr Narmadapuram sales FY28 → project on track/orders placed (= PARTIAL)
Source

Earnings Call Transcript filed with BSE, NSE: PARACABLES. Summary written with AI assistance from the document.

Read the document ↗

Paramount Communications Ltd: key numbers

Share price
₹59.81
Market cap
₹1,957 Cr
Revenue (annual)
₹1,913 Cr
Net profit (annual)
₹59.75 Cr
P/E (TTM)
32.1×Sector 45.9×
Promoter holding
45.88%-3.30% QoQ
FII holding
0.45%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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