Pearl Global Industries Ltd (BOM:532808)
₹ 2,059.9 +70.65 (+3.55%) Market Cap: 95.13 Bil Enterprise Value: 97.30 Bil PE Ratio: 34.34 PB Ratio: 6.51 GF Score: 81/100

Q4 2026 Pearl Global Industries Ltd Earnings Call Transcript

May 15, 2026 / 09:30 AM GMT
Release Date Price: ₹1676.9 (+9.33%)

Key Points

Positve
  • Pearl Global Industries Ltd (BOM:532808) achieved a record consolidated revenue of Rs 5,025 crore in FY26, marking an 11.5% year-on-year growth.
  • The company reported a strong PAT growth of 17% year-on-year, reaching Rs 270 crore.
  • The company's EBITDA margin, excluding tariff impacts and losses from new facilities, stood at 10.3%, indicating strong operational efficiency.
  • Pearl Global's diversified manufacturing footprint across India, Bangladesh, Vietnam, and Indonesia positions it well for continued growth.
  • The company declared its highest ever dividend payout ratio, representing 25% of the group PAT for FY26, reflecting a commitment to shareholder returns.
Negative
  • The company faced significant challenges due to US tariffs, which temporarily impacted margins and required discounts to maintain client relationships.
  • India's operations saw a decline due to high US tariffs, resulting in a shift of production to other countries.
  • Guatemala operations are still incurring losses, although efforts are underway to achieve break-even in FY27.
  • The geopolitical environment remains uncertain, posing risks to future performance.
  • The company's growth in certain regions, like Vietnam, is heavily reliant on partner factories, which may affect control over production.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PGIL.NS - Pearl Global Industries Ltd
Q4 2026 Pearl Global Industries Ltd Earnings Call
May 15, 2026 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Pearl Global Industries Limited Q4 and FY26 Earnings Conference Call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touch tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Shishir Gahoi, Head of Investor Relations of Earl Global Industries Limited.

Thank you and over to you.

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