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PG Electroplast Limited β Q1FY27 Earnings Call Summary
Key Takeaways
- New washing machine plant capacity 3 mn units; 70-80% utilization expected by FY28
- Commodity inflation partially passed; price hikes expected from Dec quarter
- Q1 FY27 consolidated revenue INR2,034 Cr +35.2% y-y; EBITDA INR156.2 Cr +12.1%, margin 7.7%; PAT INR75.3 Cr +12.9%
- Operating margin expected ~8% for FY27; normalized per-unit margins anticipated
- Multiple analyst queries on margin recovery, capacity ramp-up, and outsourcing trends
- Refrigeration plant on track for Q4 FY27 start; anchor customer commitments secured
- RAC volume grew ~20-22% with 10-12% ASP increase; washing machine sales up 67%
- Compressor plant mass production targeted Dec-Jan; 2 mn capacity line planned
- Industry RAC primary sales grew 10-15% in Q1; channel inventory near normal
- Backward integration and R&D focus to enhance competitiveness and capital efficiency
π Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.