ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Saturday, 7 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

PPAP Automotive Investor Presentation: Key Takeaways

Consolidated Q2FY27 revenue up 29.8% YoY to ₹177.8Cr, EBITDA ₹15.7Cr (8.8% margin), PAT ₹2.5Cr; H1 revenue ₹334.2Cr. Order wins ₹429Cr; EV ramp; no numeric guidance.

Highlights
Revenue growthConsol Q2 +29.8% YoY to ₹177.8Cr; H1 +31.8% to ₹334.2Cr
MarginsConsol EBITDA margin 8.8% Q2 vs 9.3% LY; gross margin down
Order bookH1 order wins ~₹429Cr; Q2 up 127.6% QoQ
Demand visibilityQ2 order wins ₹298Cr; H1 ₹429Cr; EV ₹157Cr vs ₹27Cr
Management confidenceChairman cites sustained momentum, favourable industry dynamics

Growth

Consolidated Q2 revenue +29.8% YoY to ₹177.8Cr; H1 +31.8% to ₹334.2Cr. PAT ₹3.3Cr H1 vs loss ₹2.3Cr.

Outlook

No numeric guidance; tooling capacity to 180 molds; aftermarket to grow 20%+ p.a.; battery merger planned.

Risks

Gross margin fell to 39.8% (45.6% LY) on raw material costs; OEM pass-through time lag. Consolidated borrowings rose to ₹174.1Cr.

Last quarter's promises, checked

Delivered

  • Sales up QoQ → ₹177.8Cr vs ₹156.4Cr Q1 (= BEAT)
  • Order momentum → Q2 wins ₹298Cr vs ₹131Cr Q1 (= BEAT)

Partly delivered

  • Net debt-free in 3 yrs → gross borrowings rose to ₹174.1Cr; net undisclosed (= PARTIAL)
  • Tooling output +20% vs 148 molds → capacity 180 molds; output unreported (= PARTIAL)

Missed

  • Margins up Q2/Q3 after RM pass-through → EBITDA 8.8% vs 9.3% LY; gross 39.8% vs 45.6% (= MISS)
Source

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

Read the document ↗

PPAP Automotive Ltd: key numbers

Share price
₹218.23
Market cap
₹308.0 Cr
Revenue (annual)
₹567.0 Cr
Net profit (annual)
₹43.19 Cr
P/E (TTM)
6.3×Sector 32.4×
Promoter holding
64.30%+0.00% QoQ
FII holding
5.66%Current quarter

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

More from PPAP Automotive Ltd

All →