PG Electroplast Limited has informed the Exchange about Investor Presentation
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PG Electroplast shared its Q1 FY2026 (April–June 2025) investor presentation. Revenue grew 14% year-on-year to ₹1,504 crore, driven by 15% growth in the air conditioner business (₹1,015 crore) and 36% growth in washing machines (₹126 crore). However, profit took a hit — net profit fell 21% YoY to ₹66.7 crore and EBITDA margin slipped to 9.3% from 10.2%, hurt by weak summer demand (early monsoon), higher supply costs, and negative operating leverage. The company is sitting on a strong net cash position of ₹501 crore with cash and bank balance of ₹911 crore. For full-year FY26, management has guided for consolidated revenue of ₹5,700–5,800 crore (17–19% growth) and net profit of ₹300–310 crore, with planned capex of ₹700–750 crore for new facilities including a refrigerator plant, washing machine campus, and expanded AC capacity.
The PAT decline and margin pressure in Q1 may weigh on the stock in the short term, but the strong revenue growth outlook, healthy order book, net cash balance, and aggressive capacity expansion plan suggest management remains confident in long-term growth.