Announced Tue, 4 Aug · 16:55 IST
Pricol Q1FY27 concall: revenue up 23%, margins under pressure, demerger on track
Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing
PRICOLLTD · price
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Price reaction · full curve 14 horizons · vs prior close
-1.4%1-day move
₹770.95
prior close
₹771.90
base price
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AI summary
Pricol Q1FY27 revenue up 23.46% YoY at Rs.1,083.6 crores; EBITDA Rs.123.7 crores (11.41% margin), PAT Rs.67 crores. Margins dipped 1.5% on West Asia crisis, polymer and LPG cost spikes, and wage hikes. About 1% EBITDA recovery expected via indexation in Q2-Q3; steady-state target 12.5-13%. Capex Rs.700 crore over 18-24 months. DIS demerger in 12 months. Polymer capacity to double to Rs.2,000 crore. FY30 target Rs.8,000 crore intact. M&A paused.
Likely market impact
Near-term margin pressure from global costs; recovery via indexation expected in Q2-Q3. Rs.700 crore capex, DIS demerger, and Rs.8,000 crore FY30 target intact.