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Earnings Call

Xpro India Earnings Call: Key Takeaways

Xpro India is pivoting toward high-value capacitor films with new lines in Barjora and UAE, despite Q4 revenue dips from refrigerator segment slowdowns.

Highlights
Revenue growthFY26 revenue fell 5.6% to ₹505.5cr due to lower refrigerator volumes.
MarginsMargins impacted by competitive pricing, input costs, and forex exchange losses.
Demand visibilityStrong structural demand for dielectric films from EV and renewable sectors.
Management confidenceConfident, focusing on high-barrier technical segments and strategic leadership succession.

Growth

Revenue fell 5.6% FY26; focus shifted to high-margin ultra-thin films as dielectric capacity expanded by 50% through new lines.

Outlook

New Barjora line operational since March 2026; UAE line expected for trial production by Q3 FY27 targeting 50%+ utilization.

Risks

Geopolitical conflict in UAE affects shipping costs; high raw material price volatility and forex losses remain key headwinds.

Source

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

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Xpro India Ltd: key numbers

Share price
₹1,197.10
Market cap
₹2,810 Cr
Revenue (annual)
₹505.5 Cr
Net profit (annual)
₹19.23 Cr
P/E (TTM)
86.0×Sector 41.4×
Promoter holding
40.31%+0.00% QoQ
FII holding
13.81%Current quarter

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

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Xpro India Q4 FY26 Results: Net Profit ₹13.2 Cr, Up 100.0% YoY

Xpro India Ltd reported revenue from operations of ₹134.4 Cr (-15.0% YoY) and net profit of ₹13.2 Cr (+100.0% YoY) for Q4 FY26.

Key figure
Net profit ₹13.2 Cr · +100.0% YoY