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Earnings Call Transcript

South West Pinnacle Exploration Earnings Call Transcript: Key Takeaways

South West Pinnacle delivered record Q1 FY27 results with 54% revenue growth and 289% PAT increase. Strategy focuses on high-value private sector contracts and integrated mining operations.

Guidance and delivery
Management target Revenue 20.0% Medium term
Highlights
Revenue growth54% YoY in Q1 FY27.
MarginsEBITDA margin at 24.15%; expected to be sustained/improved.
Order bookRecord INR 761 Cr; 77% private sector clients.
Demand visibilityStrong; 3-5 years visibility with INR 761 Cr order book.
Management confidenceHigh, cited best-ever quarter and record order book.

Growth

Revenue reached INR 62 Cr (+54% YoY); EBITDA INR 15 Cr (+157% YoY); PAT INR 9.3 Cr (+289% YoY).

Outlook

Order book at all-time high of INR 761 Cr. Guidance of 20% CAGR over medium term. Coal production expected FY29.

Risks

Seasonal monsoon impacts in Q1/Q2; cyclicality of exploration business; geopolitical tensions in Middle East (Oman operations).

Last quarter's promises, checked

Delivered

  • Guided ~20% revenue growth → delivered 54% YoY (= BEAT)
  • Guided substantial increase in bottom line → delivered 289% PAT growth (= BEAT)
  • Guided lowest level of debt → delivered INR 15 Cr debt (= BEAT)

Partly delivered

  • Guided 35-40% Reliance revenue share → delivered 30% (= PARTIAL)
Source

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

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South West Pinnacle Exploration Ltd: key numbers

Share price
₹186.71
Market cap
₹609.6 Cr
Revenue (annual)
₹243.0 Cr
Net profit (annual)
₹33.03 Cr
P/E (TTM)
15.3×Sector 19.0×
Promoter holding
65.94%-2.91% QoQ
FII holding
0.41%Current quarter

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

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South West Pinnacle Exploration Promoter Selling

Promoter Vikas Jain and Piyush Jain sold 13,85,838 shares of South West Pinnacle Exploration Ltd in the open market. This reduces their stake by 4.24%.

Promoter stake change
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South West Pinnacle Exploration Promoter Selling: ₹18.46 Cr

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Value
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South West Pinnacle Exploration Other Announcement

The company informed shareholders of the weblink to access its FY 2025-26 Annual Report and the upcoming 20th AGM, complying with Regulation 36(1)(b).

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South West Pinnacle Exploration Annual Report

South West Pinnacle Exploration Limited filed its 20th Annual Report for FY 2025-26, scheduled for its 20th AGM on September 28, 2026.

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