PG Electroplast Ltd (BOM:533581)

Q4 2025 PG Electroplast Ltd Earnings Call Transcript

May 12, 2025 / 10:30 AM GMT

Release Date Price: ₹881.55 (+10.28%)

Transcript

Key Points

Positve

PG Electroplast Ltd (BOM:533581) reported a 77% increase in operating revenues, crossing ₹4,869 crore, with the product business contributing 72.4% of the total revenue.
The company's EBITDA increased by 81% to ₹519 crore, and net profit rose by 112% to ₹291 crore, showcasing strong financial performance.
The room AC business saw a 128% growth, while the washing machine and cooler businesses grew by 43% and 80%, respectively.
The company has a robust order book and visibility for the product business, with plans to grow significantly in FY26.
PG Electroplast Ltd (BOM:533581) is planning significant capacity expansions, including new greenfield plants for RAC and washing machines, and a refrigerator plant in South India, indicating future growth potential.

Negative

The company faces challenges with ASPs in certain categories being down by up to 5% on a year-over-year basis.
The plastic division is expected to grow only by 10% next year due to lower petroleum prices affecting raw material costs.
There are concerns about industry demand due to early monsoons and delayed summer, affecting inventory levels.
The company is carrying a large amount of inventory, which has impacted cash flow from operations negatively.
The PLI incentives and state government incentives are included in the revenue guidance, which may not be sustainable long-term.

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

PGEL.NS - PG Electroplast Ltd
Q4 2025 PG Electroplast Ltd Earnings Call
May 12, 2025 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good afternoon, everyone, and welcome to the PG Electro Plus Limited Q4 F 525 earnings conference call hosted by GM Financial Institutional Securities Limited. 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 then 0 on your touchtone phone. Please note that this conference has been recorded.

This presentation has been prepared for informational purposes only. This presentation does not constitute a prospectus offering circular or offering memorandum and is not an offer or initiation to buy or sell any

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.