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Earnings Call Transcript

Pricol Earnings Call Transcript: Key Takeaways

Pricol reported 23.5% revenue growth in Q1 FY27, yet EBITDA margins faced severe headwinds from geopolitics and rising costs, leading to a demerger of its Driver Information Systems business.

Guidance and delivery
Management target Revenue 2030
Highlights
Revenue growth23.5% YoY growth driven by new products and industry recovery.
MarginsEBITDA margins under pressure at 11.41% due to input costs.
Demand visibilityRobust demand in two-wheelers and CVs; market outperformance noted.
Management confidenceCautiously optimistic; heavily focused on cost recovery and structural demerger.

Growth

Revenue grew 23.5% YoY to 1,083.58 Cr; PAT rose 34.3% despite margin compression.

Outlook

Targeting 8,000 Cr revenue by 2030 (FY31) via organic growth and planned demerger agility.

Risks

Currency volatility (Rupee/USD), shipping freight spikes, and high electronic part prices due to AI demand.

Last quarter's promises, checked

Delivered

  • Guided 4,000 Cr revenue for FY26 → delivered 3,995.8 Cr (= BEAT)
  • Guided debt equity ratio < 1:1 → delivered ~0.02 (net debt 63.11 Cr) (= BEAT)
  • Guided 30% growth for ACFMS in FY26 → delivered 30% (= BEAT)

Partly delivered

  • Guided 13-15% growth for Pricol → delivered 23.5% in Q1 FY27 but flagged margin softness (= PARTIAL)

Missed

  • Guided 20% export revenue target → delivered 7% (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: PRICOLLTD. Summary written with AI assistance from the document.

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Pricol Ltd: key numbers

Share price
₹759.40
Market cap
₹9,256 Cr
Revenue (annual)
₹4,041 Cr
Net profit (annual)
₹250.8 Cr
P/E (TTM)
34.5×Sector 33.6×
Promoter holding
38.51%+0.00% QoQ
FII holding
13.95%Current quarter

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

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Financial Results

Pricol Q4 FY26 Results: Net Profit ₹73.2 Cr, Up 109.1% YoY

Pricol Ltd reported revenue from operations of ₹1,078 Cr (+43.3% YoY) and net profit of ₹73.2 Cr (+109.1% YoY) for Q4 FY26.

Key figure
Net profit ₹73.2 Cr · +109.1% YoY