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Investor Presentation

PG Electroplast Investor Presentation: Key Takeaways

PGEL reported strong Q1FY27 growth with revenues crossing INR 2,000Cr. Strategy focuses on ODM expansion, backward integration, and scaling washing machine capacity to 1.8mn units.

Highlights
Revenue growth35.2% YoY growth in Q1FY27.
MarginsSoftened due to elevated commodity prices; pass-through mechanism in place.
Order bookReported as healthy for all products.
Demand visibilityHealthy order book remains for all products.
Management confidenceHigh; management sees exciting times ahead for all segments.

Growth

Q1FY27 revenue grew 35.2% YoY to INR 2,034Cr; PAT rose 12.9% YoY to INR 75.3Cr.

Outlook

Targeting 1.8mn annual washing machine capacity; focusing on R&D and new product development in focus segments.

Risks

EBITDA margins softened to 7.7% due to elevated commodity prices and rising raw material costs.

Last quarter's promises, checked

Delivered

  • Guided Q1FY27 revenue growth vs low base → delivered 35.2% growth (= BEAT)
  • Guided 1.8mn washing machine capacity expansion → delivered facility online (= BEAT)
  • Targeted inventory reduction to <INR 900Cr by June → delivered net cash position (= BEAT)

Partly delivered

  • Guided PBT growth in line with sales → delivered 12.9% PAT growth vs 35.2% Revenue (= PARTIAL)

Missed

  • Targeted EBITDA margins towards 8% → delivered 7.7% (= MISS)
Source

Investor Presentation 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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