Pennar Industries Ltd (NSE:PENIND)

Q3 2025 Pennar Industries Ltd Earnings Call Transcript

Feb 15, 2025 / 06:00 AM GMT

Transcript

Key Points

Positve

Pennar Industries Ltd (BOM:513228) reported a double-digit growth in revenue, profit before tax (PBT), and cash flow for Q3 2025.
The company's net sales increased by 12.75% to INR 839.7 crores, and PBT grew by 20.29% to INR 39.78 crores.
The diversified engineering and custom-designed building solutions segments contributed significantly to revenue growth.
The company has successfully reduced its working capital days from 110-120 to 79, with a target to reach 60 days.
Pennar Industries Ltd (BOM:513228) is expanding its capacity with a new plant in Gujarat, expected to boost production in the pre-engineered buildings sector.

Negative

Operating margins remain at 10%, with expectations for improvement as new plants are commercialized.
The company faces challenges in scaling its tubes business, which has remained flat over the past five years.
There are concerns about the impact of US tariffs and duties, although the company does not anticipate significant effects.
The solar panel manufacturing joint venture is seen as a commoditized industry, raising questions about its strategic fit.
The company has provisions for bad debts, indicating potential issues with accounts receivables management.

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

PENN.NS - Pennar Industries Ltd
Q3 2025 Pennar Industries Ltd Earnings Call
Feb 15, 2025 / 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 Q3 FY25 earnings conference call of Pena Industries hosted by Philip Capital India Private Limited. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantees of future performance and inward breaks and uncertainties that are difficult to predict.

As a reminder, all participant lines will be the listen-only mode, and there will be an opportunity for you to ask questions after the presentation.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on attach on phone.

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