PG Electroplast Ltd (BOM:533581)

Q4 2026 PG Electroplast Ltd Earnings Call Transcript

May 28, 2026 / 07:30 AM GMT

Transcript

Key Points

Positve

PG Electroplast Ltd (BOM:533581) is developing a new refrigerator manufacturing facility in Shilli City, South India, expected to start commercial production by Q4 FY27.
The company is establishing a rotary compressor manufacturing facility with a capacity of 2 million compressors, which can be expanded to 4 million.
The washing machine business grew by 52% on a full-year basis, with strong order book visibility and outsourcing momentum.
The company has completed its migration to SAP, improving inventory management, demand planning, and financial reporting accuracy.
PG Electroplast Ltd (BOM:533581) is implementing a comprehensive cost management program aimed at preserving and extending cost leadership.

Negative

The RFE industry, a major revenue contributor, experienced a 15% decline during FY26, impacting the company's performance.
Consolidated revenues for Q4 declined by 10.4% year-over-year, with EBITDA dropping by 43% and net profit by 56%.
The company faced significant disruptions due to an LPG crisis and truck shortages, resulting in an estimated revenue loss of approximately 420 crores in Q4.
Input cost inflation and currency depreciation led to a gross margin impact of approximately 250 basis points, which the company could not fully pass through.
Working capital was stressed due to higher inventory levels and delayed collections, leading to increased borrowing and interest costs.

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

PGEL.NS - PG Electroplast Ltd
Q4 2026 PG Electroplast Ltd Earnings Call
May 28, 2026 / 07:30AM 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 TG Electro Plus Q4 FY26 Earnings Conference Call hosted by GM Financial Institutional Securities.

This presentation has been prepared for informational purposes only. This presentation does not constitute as a prospectus, offering circular or offering momentum and it is not an offer or initiation to buy or sell any securities. Nor shall part all of this presentation from the basis of or to be relieved or in a connection with any contract or investment decisions in relation to any securities. This presentation contains forward-looking statements based on the current held beliefs of the management of the company which are expressed in good faith and in management's opinions are

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