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Earnings Call Transcript

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.

Why this was an Alfa AlertRevenue beat own guidance: guided None–3158.0, achieved 5000.0 (+58.3% above upper end, mgmt confirmed).
Guidance and delivery
Revenue guidance 14.0% → 18.0% Raised by 4.0 percentage points
Management target Revenue 18.0% FY30
Highlights
Revenue growth17% CAGR delivered; Q1 revenue reached ₹1,500 Cr.
MarginsExpanding; reached 10.7% EBITDA in Q1 FY27.
Demand visibilityStrong; customers seeking 'China +1' and multi-region supply chains.
Management confidenceHigh; emphasizing resilience against geopolitical and tariff disruptions.

Growth

17% Revenue CAGR and 22% EBITDA CAGR delivered over three years; volume-led growth with realization improvements.

Outlook

Targets ₹9,000-10,000 Cr revenue and 12-14% EBITDA by FY30 via backward vertical integration.

Risks

Geopolitical instability in Bangladesh and potential US tariff changes remain key external variable threats.

Last quarter's promises, checked

Delivered

  • Targeted 108M pc capacity by FY28 → delivered 108M by Oct 2026 (= BEAT)
  • Guided double-digit EBITDA margin → delivered 10.7% Q1 FY27 (= BEAT)
  • Guided 12-14% CAGR revenue growth → delivered 24.5% YoY (= BEAT)

Partly delivered

  • Guided Bihar unit 2 start Oct/Nov → status: under construction (= PARTIAL)
Source

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

Read the document ↗

Pearl Global Industries Ltd: key numbers

Share price
₹1,333.10
Market cap
₹12,330 Cr
Revenue (annual)
₹5,025 Cr
Net profit (annual)
₹277.6 Cr
P/E (TTM)
34.0×Sector 46.9×
Promoter holding
59.91%-1.20% QoQ
FII holding
6.70%Current quarter

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

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19:40 IST NSE
Financial Results

Pearl Global Industries Q2 FY27 Results: Net Profit ₹125.8 Cr, Up 74.7% YoY

Pearl Global Industries Ltd reported revenue from operations of ₹1,802 Cr (+37.2% YoY) and net profit of ₹125.8 Cr (+74.7% YoY) for Q2 FY27.

Key figure
Net profit ₹125.8 Cr · +74.7% YoY