PPAP Automotive Limited has informed the Exchange about Investor Presentation
PPAP · price
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PPAP Automotive shared its Q1FY26 investor presentation showing a weak quarter with consolidated revenue declining 4.9% YoY to INR 116.6 Crores and EBITDA falling 21.3% to INR 9.3 Crores, pushing the company to a consolidated loss of INR 2.3 Crores. Capacity utilization was low at 62% due to soft volumes from key OEM customers in two-wheeler and passenger vehicle segments. Despite the weak quarter, the company secured new orders worth INR 86 Crores (including INR 11 Crores from EV programs) and has a lifetime order book of INR 3,439 Crores providing strong revenue visibility. Management reiterated FY26 guidance of INR 600-660 Cr revenue, INR 75-80 Cr EBITDA, and INR 20-25 Cr PAT, with a roadmap focused on margin expansion through value-added products, exports, and aftermarket growth. The Avinya battery division remains loss-making but management expects a turnaround in FY26.
The Q1FY26 results were disappointing with revenue decline and a consolidated loss, though the stock may find support from the strong order book visibility (INR 3,439 Cr lifetime) and management's confident FY26 guidance showing significant margin improvement. Short-term sentiment may be negative due to weak execution and capacity utilization, but the 3-5 year execution timeline of secured orders and EV traction could be positive for medium-term prospects.