Precision Camshafts Limited — Investor Meet, 16-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Precision Camshafts reported Q4 standalone revenue of INR147.5 Cr, up 3% QoQ, with an 18% EBITDA margin. Despite a net loss of INR34 Cr due to exceptional charges, core operations stayed profitable. Subsidiaries showed mixed performance; EMOSS neared EBITDA breakeven but faces demand headwinds in Europe and India. The EV retrofit business is growing steadily with 15+ clients, though market challenges slow expansion. Capex of ~INR80 Cr is underway for a new camshaft facility to start production by Q3 FY26, aiming for 1.5x capex in revenue. Management is optimistic about growth from new engine programs and localization, expecting recovery after mid-next year.