PRSMJOHNSNNSEPrism Johnson LimitedMediumNeutral
Announced Thu, 15 May · 13:50 IST

Prism Johnson Limited has informed the Exchange about General Updates - Investor Presentation dated May 15, 2025 on the Audited Standalone and Consolidated Financial Results of the Company for the quarter and year ended March 31, 2025.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

PRSMJOHNSN · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Prism Johnson filed its Q4 FY25 and full-year FY25 investor presentation with the exchanges on May 15, 2025. Consolidated revenue (ex-RQBE insurance) declined 4.8% YoY to ₹6,830 Crores, while EBITDA fell 12.7% to ₹456 Crores with margins slipping 60 bps to 6.7%, mainly dragged by Prism Cement (EBITDA/ton down to ₹351 from ₹523). HRJ held steady with revenue of ₹2,393 Crores and EBITDA up 2.2% to ₹140 Crores, while Prism RMC saw its highest-ever EBITDA of ₹82.4 Crores (margin 5.8%). Q4 FY25 showed a strong sequential recovery with EBITDA jumping 326% QoQ to ₹197 Crores and cement EBITDA/ton more than doubling to ₹579. The company reduced net debt by 24.6% to ₹636 Crores, taking Net Debt/EBITDA to 1.4x, and generated free cash flow of ₹529 Crores. Management positions the company at an 'inflection point' targeting recovery to past peak performance through premiumization, cost rationalization, and operating leverage.

Likely market impact

Mixed near-term but improving tone — FY25 results were weak on margins and earnings, but the strong Q4 sequential recovery, falling debt, and management's explicit 'inflection point' narrative targeting past peak performance could provide a positive trigger for the stock. Investors should watch cement realizations and capacity utilization as key swing factors.