Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

PENIND · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+4.4%1-day move

₹156.90

prior close

₹174.19

base price

In-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.0+1.5+1.5+2.2+4.4+1.6+2.0+1.7+2.0-4.1+2.0+6.2+4.9—

Up moveDown movePending

AI summary

Pennar Industries reported strong FY26 results with Total Income of Rs 3,666.32 crore (up 12.35% YoY), EBITDA of Rs 401.32 crore (up 15.51% YoY), and PAT of Rs 138.83 crore (up 16.22% YoY). Q4 FY26 showed Total Income of Rs 933.70 crore, EBITDA of Rs 114.06 crore, and PAT of Rs 41.04 crore. The company has two business verticals - Diversified Engineering (Rs 1,871.77 crore revenue) and Customised Engineering Products (Rs 1,835.60 crore). EBITDA margin improved to 11.09% in FY26 from 10.77% in FY25, while PAT margin improved to 3.83% from 3.70%. International revenue grew to 24.1% of total from 20% previously. The company operates 14 manufacturing plants across India, USA, France, Germany, and UAE.

Likely market impact

The consistent margin improvement and double-digit growth across revenue and profitability metrics indicates operational efficiency gains. The expanding international revenue share and working capital cycle reduction to 74-76 days from 90-95 days signal better capital efficiency. The new Raebareli PEB plant and US acquisitions strengthen future growth prospects.