Q1 2027 Premier Explosives Ltd Earnings Call Transcript
Key Points
- Order book stands at INR1,393 crore, with 94% from defense, providing strong revenue visibility.
- Recent export licenses received, enabling material dispatch and clearing backlog in Q2.
- Management retains FY27 revenue guidance of INR600 crore despite Q1 weakness.
- Katepally RDX/HMX plant nearing completion, with water trials expected in September.
- Apollo Micro Systems acquisition expected to enhance defense electronics capabilities and market reach.
- Q1 FY27 revenue declined 28% YoY to INR102.6 crore due to dispatch delays and supply chain disruptions.
- EBIT and net profit fell 80% YoY, with margins at 4.7% and 3% respectively.
- Elevated raw material costs and under-absorption of fixed costs pressured margins.
- Export license delays for the INR350 crore international order may push dispatches to Q4 FY27.
- Bulk explosives business faces thin or negative margins, with limited growth visibility.
Ladies and gentlemen, good day, and welcome to the Q1 FY27 conference call hosted by Premier Explosives Limited. (Operator Instructions)
I now hand the conference over to Mr. Akhilesh Gandhi from Stellar IR. Thank you, and over to you, sir.
Thank you, Steve. Good afternoon, everyone. I, Akhilesh Gandhi, on behalf of Stellar Investor Relations, welcome you all to the Premier Explosives Q1 FY27 earnings conference call. We shall be sharing the key operating and financial highlights for the first quarter ended on June 30, 2026.
Today, we have with us the senior management team of Premier Explosives. Mainly, we have Mr. T.V. Chowdary sir, he is our Managing Director; along with we have Mr. Vijay Kumar, he is our Chief Financial Officer.
Before we begin, I would like to state that this call may contain some of the forward-looking statements, which are completely based upon the company's beliefs, opinions and expectations as of today. The statements made in today's call are not a guarantee of future
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