PG Electroplast Ltd — earnings calls

PG Electroplast reported Q4 FY26 consolidated revenue of INR1,717 crores, down 10.1% year-on-year, with EBITDA of INR131.5 crores and net profit of INR64.2 crores, both declining sharply due to LPG shortages, truck shortages, and forex losses. Management attributed the disruptions to a Gulf conflict-driven LPG shortage that halted production in Supa, a truck shortage that delayed dispatches, and a roughly 250 basis point gross margin impact from commodity inflation and rupee depreciation. For the full year, revenue grew to INR5,288 crores from INR4,869 crores, while EBITDA and profit after tax declined compared to the prior year.