Pokarna Limited has informed the Exchange about Transcript
POKARNA · price
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Pokarna Limited filed the transcript of its Q4 FY25 earnings call held on May 30, 2025. The company reported strong FY25 results, with consolidated revenue up 35.3% YoY at ₹930.13 crore, EBITDA up 56.9% at ₹347.04 crore, and PAT up 114.7% at ₹187.54 crore. Q4 FY25 was even stronger: revenue ₹262.68 crore (up 63% YoY), EBITDA ₹104.59 crore (up 139% YoY), PAT ₹58.90 crore (up 280% YoY), with margins around 40% on EBITDA basis. Management attributed Q4 margin expansion to favorable product mix and strong cut-to-size exports, while maintaining a ~35% margin guidance going forward. New KREOS and Chromia lines are expected to ramp from H2 FY26, and the ₹440 crore CAPEX plan remains committed. Year-end debt stood at around ₹450 crore (excluding working capital). The US tariff environment remains the biggest overhang, causing distributors, fabricators, and homeowners to defer purchases, with management refusing to provide FY26 guidance citing uncertainty.
Strong FY25 numbers and margin expansion are positive for shareholders, but management's cautious tone, refusal to give FY26 guidance, and acknowledgment of tariff-driven demand deferral may limit near-term upside. Watch for resolution of US trade policy and ramp-up of new product lines in H2 FY26.