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Investor Presentation

PPAP Automotive Investor Presentation: Key Takeaways

PPAP reported strong Q1FY27 consolidated revenue of INR 156.4 Cr (+34.1% YoY) driven by new model launches and strategic partnerships. EBITDA rose 33.3% to INR 12.4 Cr.

Guidance and delivery
Management target Revenue 20.0% FY29
Highlights
Revenue growth34.1% YoY consolidated
MarginsImpacted by raw material costs
Order bookINR 131 Cr lifetime wins, INR 64 Cr EV
Demand visibilitySustained PV demand and healthy order pipeline
Management confidenceHigh, citing position of strength

Growth

Consolidated Revenue grew 34.1% YoY; Standalone PAT turned positive at INR 2.3 Cr vs -0.4 Cr YoY.

Outlook

Secured lifetime orders of INR 131 Cr (51.8% YoY growth); targeting 10% revenue from aftermarket in 2-3 years.

Risks

Elevated raw material costs from Middle East geopolitical situation impacting margins; expect gradual easing as situation stabilizes.

Last quarter's promises, checked

Delivered

  • Divestment of JV stake → Completed for INR 100 Cr (= BEAT)
  • Reduce net debt → Reduced to INR 103 Cr (= BEAT)
  • Expand distribution network → Reached 147 distributors and 1,264 SKUs (= BEAT)

Partly delivered

  • Battery business loss reduction → Reduced losses 60-70% to INR 40 lakhs (= PARTIAL)

Missed

  • Q4 Revenue Guidance → Missed due to slower OE demand recovery (= MISS)
Source

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

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PPAP Automotive Ltd: key numbers

Share price
₹246.25
Market cap
₹347.6 Cr
Revenue (annual)
₹567.0 Cr
Net profit (annual)
₹43.19 Cr
P/E (TTM)
7.5×Sector 33.6×
Promoter holding
64.30%-0.18% QoQ
FII holding
5.84%Current quarter

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

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