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Earnings Call

PG Electroplast Earnings Call: Key Takeaways

FY2026 presentation shows annual revenue growth of 8.6% to ₹5,288cr, but PAT declined 33.5% to ₹194cr due to margin pressure and cost inflation.

Why this was an Alfa AlertNot a filter event. Results showed a significant decline in profitability and no material beat of prior guidance.
Highlights
Revenue growthFY26 growth of 8.6% YoY to ₹5,288 Crores.
MarginsEBITDA margin contracted from 10.7% to 8.4% in FY26.
Order bookRobust for product business heading into FY2027.
Demand visibilitySofter demand in Room AC during peak periods noted.
Management confidenceHigh for FY27 growth despite challenging FY26.

Growth

FY26 Revenues rose 8.6%; EBITDA down 14.9%; PAT down 33.5%. Product business grew 14.3% YoY.

Outlook

Strong order book for FY27; focuses on R&D, backward integration, and improving capital efficiency; ₹785cr capex in FY26.

Risks

Margins under pressure from cost inflation, higher commodity prices, and negative operating leverage during peak disruption.

Source

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

Read the document ↗

PG Electroplast Ltd: key numbers

Share price
₹518.50
Market cap
₹14,868 Cr
Revenue (annual)
₹5,288 Cr
Net profit (annual)
₹196.6 Cr
P/E (TTM)
72.2×Sector 45.9×
Promoter holding
43.37%-0.04% QoQ
FII holding
9.95%Current quarter

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

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