PG Electroplast Limited — Q1FY27 earnings call summary

Filed 12 August 2026 · Official transcript

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