PG Electroplast Limited — Q2FY27 earnings call summary

Filed 04 November 2026 · Official transcript

H1 FY27 revenue crossed Rs. 2,950 Cr; double-digit volume and ASP growth driven by commodity cost pass-through
Room AC volume growth guidance ~20-25% for FY27; full year sales target 2.1-2.2 million units
Refrigerator plant commissioning targeted Q4 FY27; capacity 1.2 million units; FY28 production target ~700k units
Management confident on order book and execution for strong H2 FY27 perfor…
Price increases cumulatively ~15% expected by Jan 2027; ongoing quarterly price hikes to offset commodity inflation
Capex for FY27 largely paid; FY28 capex expected Rs. 150-200 Cr; focus on consolidating new projects
Q2 FY27 consolidated revenue Rs. 934 Cr +42.5% y-y; EBITDA Rs. 69.14 Cr +54.8%, margin 7.4%; PAT Rs. 13.67 Cr vs Rs. 2.76 Cr
Washing machine sales grew 60.7% in H1; full year growth expected 40-50%