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Earnings Call

Precision Camshafts Earnings Call: Key Takeaways

Management reported strong Q4 growth but faces significant raw material headwinds and global volatility. Profits were hit by a major ₹48.8 Cr impairment of their German subsidiary, MFT, masking underlying operating resilience.

Guidance and delivery
Management target Revenue 100.0% 3 years
Highlights
Revenue growthRevenue rose ₹14.5 Cr in Q4; standalone grew 6.5% QoQ.
MarginsMargins stable at 15%; automation and assembly expected to improve them.
Order bookCumulative lifetime revenue visibility of ₹1500 Cr over 5-6 years.
Demand visibilityStrong visibility in India, North America, and South America.
Management confidenceBalanced; optimistic on domestic demand but cautious regarding global volatility.

Growth

Q4 revenue increased ₹14.5 Cr; standalone revenue grew 6.5% QoQ to ₹262 Cr with 15% EBITDA margins.

Outlook

Planned ₹100-120 Cr capex to drive 1.5x-2x incremental revenue over 3 years.

Risks

Raw material costs rose 50%; global volatility and subsidy issues in Europe impact EV subsidiary Emoss.

Source

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

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Precision Camshafts Ltd: key numbers

Share price
₹120.66
Market cap
₹1,146 Cr
Revenue (annual)
₹772.9 Cr
Net profit (annual)
₹51.25 Cr
P/E (TTM)
28.0×Sector 33.6×
Promoter holding
65.37%+0.00% QoQ
FII holding
0.26%Current quarter

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

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