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Investor Presentation

Popular Vehicles and Services Investor Presentation: Key Takeaways

Q1FY27 revenue grew 44.1% YoY to ₹1,889.6 Cr with EBITDA up 86.6%. Strategy focuses on geographical diversification beyond Kerala and higher-margin services/spare parts segments.

Highlights
Revenue growth44.1% YoY
MarginsEBITDA margin improved to 3.8% from 2.9% YoY
Demand visibilityStrong pre-festive enquiries and customer footfalls across segments
Management confidenceHigh regarding festive season and strategic acquisitions

Growth

Revenue ₹1,889.6 Cr (+44.1% YoY); EBITDA ₹71.5 Cr (+86.6% YoY); PAT ₹1.4 Cr.

Outlook

Aim to reduce Kerala revenue contribution below 50%; focusing on luxury vehicle and after-sales service growth.

Risks

High debt from acquisitions; impact of Ind AS adjustments on profitability; competitive entry-level segment.

Last quarter's promises, checked

Delivered

  • Guided non-Kerala revenue >50% → delivered 52.9% (= BEAT)
  • Targeted inventory <30 days → delivered 32 days (= PARTIAL)
  • Guided 5% EBITDA margin range → delivered 3.8% (= MISS)

Partly delivered

  • Guided high double-digit revenue growth → delivered 44.1% (= BEAT)

Missed

  • Guided PAT recovery to FY24 levels → delivered ₹1.4 Cr (= MISS)
  • Targeted 10-12% service volume growth → delivered 4% degrowth (= MISS)
Source

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

Read the document ↗

Popular Vehicles and Services Ltd: key numbers

Share price
₹98.67
Market cap
₹702.5 Cr
Revenue (annual)
₹6,381 Cr
Net profit (annual)
₹-12.47 Cr
P/E (TTM)
-299.3×Sector 67.6×
Promoter holding
61.38%+0.02% QoQ
FII holding
10.28%Current quarter

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

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16:01 IST BSE
Debt & Borrowing

Popular Vehicles and Services Debt & Borrowing: ₹48.5 Cr

Popular Vehicles and Services Ltd is renewing corporate guarantees totaling ₹48.50 Crore in favour of State Bank of India for its two wholly-owned subsidiaries.

Value
₹48.50 Cr