PG Electroplast Ltd — earnings calls

PG Electroplast reported consolidated revenues of INR2,034 crores for Q1 FY'27, up 35.2% year-on-year, crossing INR2,000 crores for the first time, with EBITDA of INR156.2 crores and net profit of INR75.3 crores. Management said the Room AC and Washing Machine verticals posted their highest-ever quarter sales, with growth coming from a combination of double-digit volume growth and ASP increases as commodity costs and rupee depreciation were passed through to customers. Management also described progress on new washing machine, refrigerator and compressor capacity coming online through the year.

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.