BSEPermanent Magnets Ltd-$MediumNeutral
Announced Fri, 15 May · 19:08 IST

Investor Presentation on Audited Financial Results for the Quarter and Year ended March 31, 2026

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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₹903.95
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₹902.15
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AI summary

Permanent Magnets Limited reported strong Q4FY26 results with revenue of Rs 66.54 crore, up 47% YoY, driven by the Alloys division and steady performance in electricity meters and automotive applications. For FY26, total revenue grew 13% to Rs 225.46 crore while EBITDA margins improved from 14% to 17%, aided by favorable product mix and revenue scale-up. Net profit for FY26 was Rs 20.69 crore, up 36% YoY. Management highlighted that a new furnace in the Alloys division was commercialized in Q4FY26 and will be scaled up through FY27. However, the Relays project is behind original timelines with commercial ramp-up now expected from H2FY27 due to extended testing and customer approvals. Quantum Magnetics Phase 2 CAPEX is targeted for Q3FY27. The company is strategically positioned in smart meters, EV components, and rare earth magnets with India targeting 250 million smart meter installations.

Likely market impact

Strong margin improvement and revenue growth demonstrate operational efficiency gains. The delay in Relays project and higher interest costs (up 44% YoY) warrant monitoring. Growth catalysts include smart meter rollout under RDSS, EV market expansion, and NdFeB magnet localization opportunity.