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Investor Presentation

Pennar Industries Investor Presentation: Key Takeaways

Pennar Industries reported steady growth in Q1FY27 with total income at ₹884.55 Cr, up 3.58% YoY. Strategy focuses on high-margin engineering solutions and global market expansion.

Highlights
Revenue growth3.58% YoY
MarginsPAT margin improved from 3.78% to 4.07% YoY
Demand visibilityHealthy and growing order book in PEB division

Growth

EBITDA rose 13.26% YoY to ₹106.79 Cr; PAT increased 10.79% YoY to ₹35.41 Cr.

Outlook

Forecasted to sustain double-digit growth in PEB; recent $14Mn Telko acquisition strengthens the US structural platform.

Risks

Rising interest costs and a slight increase in the debt-to-equity ratio to 0.98x were noted.

Last quarter's promises, checked

Delivered

  • Guided 20% PAT growth → Delivered 20.13% (= BEAT)
  • Guided double-digit revenue growth → Delivered 21.26% (= BEAT)
  • Guided PEB growth of 30% → Delivered 31.9% (= BEAT)

Partly delivered

  • Guided debt reduction (D/E 0.8) → Current D/E 0.98x (= MISS/PARTIAL)
  • Guided Raebareli labor resolution → Revenue up but margins muted (= PARTIAL)

Missed

  • Guided PAT margin expansion → Delivered 3.56% vs 3.59% YoY (= MISS)
  • Guided finance cost < 4% of revenue → Delivered 3.76% (= BEAT/DELIVERED)
Source

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

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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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