Pokarna Limited — Investor Meet, 02-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Pokarna reported a strong Q4FY25 with consolidated revenue up 63% YoY to ₹262.68 Cr and PAT rising 280% YoY to ₹58.9 Cr. FY25 revenue grew 35% to ₹930.13 Cr while PAT more than doubled to ₹187.54 Cr, led by premium products and operational efficiency. Management flagged US tariff uncertainties causing order delays, weak granite demand, and a focus on cost control. Capex of ~₹440 Cr for capacity expansion is on track, with new product lines expected to contribute from H2 FY26. Margins improved on better product mix and exports, targeting ~35%, with cautious execution amid market volatility.