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Investor Presentation

Pearl Global Industries Investor Presentation: Key Takeaways

Pearl Global delivered steady top-line growth driven by Vietnam and Indonesia, but significant one-off costs in Bihar and Guatemala operations are currently dragging down consolidated margins.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growth14.4% YoY in Q3, 13.2% in 9M; mainly organic and volume-led.
MarginsMargins impacted by US tariff discounts (₹31Cr) and Bihar ramp-up (₹11Cr).
Order bookOrder books showing further growth; strong visibility for FY27.
Demand visibilityPositive outlook supported by US, EU, and UK trade agreements.
Management confidenceBalanced; optimistic on trade deals but cautious on consumer sentiment.

Growth

9M Revenue rose 13.2% YoY; EBITDA grew 14% excluding one-off ramp-up and tariff-related costs.

Outlook

Management maintains a 12-15% revenue CAGR target with aspirations for double-digit EBITDA margins by FY27.

Risks

Prolonged ramp-up in Bihar and high-cost structures in Guatemala threaten short-term profitability targets.

Last quarter's promises, checked

Delivered

  • Guided 12-15% Revenue CAGR → delivered 13.2% 9M Revenue (= BEAT)
  • Guided Bangladesh capacity expansion on track → delivered Q2 FY27 timeline (= BEAT)
  • Guided Bihar facility launch → delivered 500/900 machines installed (= BEAT)

Partly delivered

  • Guided double-digit EBITDA → delivered 9% (10.1% adjusted) (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: PGIL. Summary written with AI assistance from the document.

Read the document ↗

Pearl Global Industries Ltd: key numbers

Share price
₹1,329.10
Market cap
₹12,278 Cr
Revenue (annual)
₹5,025 Cr
Net profit (annual)
₹277.6 Cr
P/E (TTM)
39.6×Sector 55.7×
Promoter holding
59.91%-1.25% QoQ
FII holding
6.76%Current quarter

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

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22:57 IST BSE
Earnings Call

Pearl Global Industries Earnings Call Transcript: Key Takeaways

Pearl Global is aggressively outperforming its 2023 roadmap, achieving 17% revenue CAGR and double-digit EBITDA margins ahead of schedule through a multi-geography asset-light model.

Call
Guides 18% growth
14:55 IST BSE
Production Started

Pearl Global Industries Production Started

PGIL commissioned a new Bangladesh manufacturing and laundry facility, adding ~7 million pieces annually. Total installed capacity now reaches ~108 million pieces per annum.

garment manufacturing capacity (new Bangladesh unit)
7 million pieces/annum
17:06 IST BSE
Other Announcement

Pearl Global Industries Other Announcement

Pearl Global Industries Ltd filed its quarterly shareholding pattern statement for the period ending September 15, 2026, as required by SEBI regulations.

09:39 IST BSE
Bonus Issue

Pearl Global Industries Bonus Issue

Pearl Global Industries allotted 4.62 crore bonus shares at 1:1 ratio on September 15, 2026. Paid-up capital increased from ₹23.10 Cr to ₹46.19 Cr.

18:27 IST NSE
Bonus Issue

Pearl Global Industries Bonus Issue

Pearl Global Industries Limited fixed September 11, 2026, as the record date for its 1:1 bonus issue. This will result in the issuance of 4.62 crore equity shares.