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Investor Presentation

Precision Camshafts Investor Presentation: Key Takeaways

Precision Camshafts reported Q1 FY27 standalone income of ₹173.26 Cr with an 8.59% PAT margin. Consolidated income reached ₹200.86 Cr, driven by standalone performance despite EMOSS reporting negative EBITDA.

Highlights
Revenue growthStandalone up 5.6% YoY; Consolidated down 9.7% YoY.
MarginsStandalone PAT margin 8.59%; Consolidated PAT margin 4.21%.
Demand visibilityFocus on global OEM supplier partnerships.

Growth

Standalone revenue grew 5.6% YoY from ₹164.05 Cr to ₹173.26 Cr. Consolidated revenue declined 9.7% YoY from ₹222.39 Cr.

Outlook

Focus remains on integrated electric drivelines and niche machined components. Camshaft casting volumes currently dominate at 70% of total volume.

Risks

Consolidated PAT margin compressed to 4.21% vs 8.46% YoY. EMOSS subsidiary reported a negative EBITDA of -₹4.57 Cr.

Last quarter's promises, checked

Delivered

  • Guided standalone PAT 8% → delivered 8.59% (= BEAT)
  • Guided standalone revenue growth → delivered 5.6% YoY (= BEAT)
  • Guided MEMCO profitability improvement → delivered ₹1.06 Cr EBITDA (= BEAT)

Partly delivered

  • Guided 30% machine shop utilization growth → delivered 30% volume share (= PARTIAL)

Missed

  • Guided consolidated growth → delivered -9.7% YoY revenue (= MISS)
  • Guided EMOSS stability → delivered -₹4.57 Cr EBITDA (= MISS)
Source

Investor Presentation 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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