PG Electroplast Ltd (BOM:533581)

Q2 2026 PG Electroplast Ltd Earnings Call Transcript

Nov 13, 2025 / 11:30 AM GMT

Release Date Price: ₹559.6 (+5.90%)

Transcript

Key Points

Positve

PG Electroplast Ltd (BOM:533581) reported a 55% growth in its washing machine business for the quarter, indicating strong performance in this segment.
The company managed to grow its Room Air Conditioner (RAC) business by 2.5% despite the industry facing a 25% decline.
The company maintains a strong balance sheet with a return on capital employed at 20.8% and a healthy fixed asset turnover of over 5x.
PG Electroplast Ltd (BOM:533581) is expanding capacities in RACs, washing machines, and coolers, indicating a strategic focus on growth.
The company remains optimistic about medium-term growth in the RAC business due to recent GST rationalization, which is expected to drive increased penetration-led growth.

Negative

Consolidated revenues for the quarter declined by 2% compared to the same period last year, indicating a challenging market environment.
The AC business saw a significant decline of nearly 45% in revenue compared to the previous year.
The company faced a net profit drop due to lower operating leverage and a foreign exchange loss of 8.4 crores during the quarter.
There is an elevated level of inventory in the channel, which could impact future sales and cash flow.
The company is experiencing high competitive intensity in the market, which may pressure pricing and margins.

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

PGEL.NS - PG Electroplast Ltd
Q2 2026 PG Electroplast Ltd Earnings Call
Nov 13, 2025 / 11:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to PG Electroblast Q2 FR 26 earnings conference call hosted by Axiss Capital.

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 this conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being 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 security, nor shall part or all of

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.