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Investor Presentation

Pearl Global Industries Investor Presentation: Key Takeaways

Pearl Global delivered record Q1 results driven by strong volumes and product mix, capitalizing on sourcing shifts away from China.

Guidance and delivery
Revenue guidance 14.0% → 18.0% Raised by 4.0 percentage points
Management target Revenue 18.0% FY27
Highlights
Revenue growth24.5% YoY, driven by volume growth across all manufacturing locations.
MarginsEBITDA margins expanded 140 bps YoY to 10.7% due to mix.
Order bookOrder book visibility is healthy across India and overseas partner factories.
Demand visibilityStrong visibility through healthy order books and healthy US consumer behavior.
Management confidenceBalanced; highly confident in sustaining double-digit EBITDA margins for FY27.

Growth

Consolidated revenue grew 24.5% YoY; EBITDA surged 44.1% showing strong operating leverage despite higher India labor costs.

Outlook

Management targets reaching ₹6,000 Cr revenue milestone earlier than the initial FY28 timeline.

Risks

Container shortages, freight spot price volatility, and potential Iranian conflict disruptions remain key external triggers.

Last quarter's promises, checked

Delivered

  • Guided double-digit EBITDA margin -> delivered 10.7% (= BEAT)
  • Guided Bihar shed operational by Q1 -> delivered woven shed functional (= BEAT)
  • Guided 12-14% CAGR growth -> delivered 24.5% YoY revenue growth (= BEAT)

Partly delivered

  • Guided standalone EBITDA margin expansion -> delivered 6.6% vs 7.3% YoY (= 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.

14:58 IST BSE
Annual General Meeting

Pearl Global Industries Annual General Meeting

Pearl Global Industries filed postal ballot voting results with scrutinizer's report. Three resolutions were approved by shareholders via remote e-voting.