Please find enclosed Earnings Call Transcript of the Investors/Analysts Meet held on May 15, 2026.
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Pearl Global reported record FY26 revenue of INR 5,025 crores (up 11.5% YoY) with adjusted EBITDA of INR 468 crores and PAT of INR 270 crores (up 17%). Q4 FY26 was the highest ever quarterly revenue at INR 1,314 crores with 10.3% EBITDA margin. Capacity crossed the 100 million pieces milestone ahead of target. The company declared highest ever dividend of INR 14.50 per share (25% of group PAT). Management guided for 12-14% CAGR growth targeting INR 6,000+ crores by FY28. EBITDA margin trajectory is expected at 10-12% range going forward. Capex of INR 250 crores is committed for FY27 with INR 200-250 crores planned additional capex for capacity expansion to 125-130 million pieces by FY28.
Strong operational performance with improving credit profile (upgraded to A+ stable) and record dividend signals financial strength. Management's guidance for sustained 10%+ EBITDA margins and 12-14% growth targets indicates confidence in the multi-location business model despite geopolitical uncertainties.