Pearl Global Industries Limited — PPTs, 12-11-2024: Investor Presentation

1. **Financial Highlights**:

H1 FY25 revenue reached ₹2,254.7 crore, up 21.6% YoY, with Q2 FY25 revenue at ₹1,201.9 crore, marking a 25.1% YoY increase. Adjusted EBITDA for H1 FY25 stood at ₹199.2 crore (8.8% margin), up 21.6% YoY, and Q2 adjusted EBITDA was ₹98.8 crore (8.2% margin), reflecting a 24.4% YoY growth.

2. **Strategic Initiatives and Growth Drivers**:

The company continues to capitalize on robust demand across markets in Bangladesh, India, and Vietnam, with a strong order pipeline driving growth. Despite disruptions in Bangladesh during Q2, shipment volumes peaked in August and September with timely deliveries, highlighting operational resilience.

3. **Business Developments**:

The company has declared an interim dividend of ₹5 per share for H1 FY25. It also received dividends totaling ₹22.24 crore from its subsidiary, NorpKnit Industries Limited, during Q2 and Q1 FY25.

4. **Market Position and Competitive Advantage**:

With a diverse customer base and strong geographic reach, Pearl Global Industries maintains a competitive edge as a leading global manufacturer. The management emphasizes a positive long-term outlook bolstered by strategic growth initiatives.

5. **Investor Implications**:

Investors should observe the company's ability to sustain its growth momentum amid market fluctuations. The robust revenue performance and strategic initiatives indicate potential for continued positive performance in upcoming periods.