| Management target | Net Profit 20.0% FY27 |
|---|
| Revenue growth | 3.58% YoY growth to ₹818.55 Cr; moderate due to legacy exits. |
|---|---|
| Margins | Structural expansion; PBT margin rose to 5.38% from 4.77% YoY. |
| Order book | Record high: ₹1,008 Cr (India PEB) and $112M (US PEB). |
| Demand visibility | Strong visibility in US/India PEB and data centers. |
| Management confidence | Balanced; highly confident in growth vectors despite legacy segment drag. |
Growth
Growth is high-quality, with consolidated gross margins expanding to 43.85% despite legacy segment revenue declines.
Outlook
Management targets 20% annual PAT growth and 25% ROCE, supported by record order books in PEB.
Risks
Execution slippages in Tech Pennar and operational challenges in India PEB impacted Q1 volume throughput.
Last quarter's promises, checked
Delivered
- Guided 30% PEB growth → delivered 31.9% (= BEAT)
- Guided 4% finance cost cap → delivered 3.76% (= BEAT)
- Guided resolution of labor issues → delivered issues resolved in Q2 (= BEAT)
Partly delivered
- Guided debt reduction → delivered 0.8 D/E with net debt increase for Telco (= PARTIAL)
- Guided working capital improvement → delivered 76 days, up 2 days (= PARTIAL)
Missed
- Guided PAT margin expansion → delivered 3.56% vs 3.59% YoY (= MISS)
- Guided ROCE improvement → delivered 21.7% vs 24.3% YoY (= MISS)
Earnings Call Transcript filed with BSE, NSE: PENIND. Summary written with AI assistance from the document.
Pennar Industries Ltd: key numbers
- Share price
- ₹184.90
- Market cap
- ₹2,495 Cr
- Revenue (annual)
- ₹3,620 Cr
- Net profit (annual)
- ₹138.8 Cr
- P/E (TTM)
- 17.5×Sector 19.0×
- Promoter holding
- 39.67%+0.00% QoQ
- FII holding
- 3.98%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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