Pennar Industries Ltd (NSE:PENIND)

Q2 2025 Pennar Industries Ltd Earnings Call Transcript

Nov 13, 2024 / 06:00 AM GMT

Release Date Price: ₹173.29 (-5.30%)

Transcript

Key Points

Positve

Pennar Industries Ltd (BOM:513228) reported a 20% growth in profit before tax (PBT) despite an 8% decline in revenue, indicating improved profitability.
The company achieved a cash flow of 44.31 crores, showcasing strong cash generation capabilities.
High capacity utilization in the pre-engineered building (P/E B) segment and a significant ramp-up in US revenue are expected to drive future growth.
Order backlog across various segments, including equipment, has reached a record high, providing a strong foundation for future sales.
The company is confident of achieving its highest-ever sales and profitability in the upcoming quarters, driven by strategic growth initiatives.

Negative

Revenue declined by 8% due to delays in commissioning projects and converting the US order book to revenue, attributed to the US elections.
Working capital days increased by three days to 77, primarily due to increased inventory holding, which could impact liquidity.
The company is exiting low-margin businesses, which has led to a reduction in overall revenue, although it aims to improve margins.
Interest costs remain a concern, with a target to maintain them at 3.75% of revenue, indicating ongoing financial pressure.
The company faces competitive challenges in the P/E B segment in both India and the US, which could impact market share and growth.

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

PENN.NS - Pennar Industries Ltd
Q2 2025 Pennar Industries Ltd Earnings Call
Nov 13, 2024 / 06:00AM 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 par Industries Q2 FY25 earnings conference call hosted by Philip Capital India Private Limited.

This conference call may contain forward-looking statements about the company which are based on beliefs, opinions and expectations of the company. As on date of this call, these statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.

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

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