Xpro India Limited — Investor Meet, 05-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Xpro India reported Q4 revenue of INR158.21 Cr, up 23% YoY, led by 32% growth in the Coex division. FY25 sales rose 15% to INR535.28 Cr, with production up 18%. EBITDA slipped to INR72.88 Cr due to pricing cuts, inflation, and capex. Dielectric film prices dropped 6-7% to defend market share. The new Barjora line is in dry runs, targeting INR150-200 Cr revenue per plant. The UAE project is progressing, leveraging global demand. Management focuses on organic growth, import substitution, and stable pricing amid competitor disruptions, with margins expected to improve as capacity ramps.