Pokarna Limited — PPTs, 31-07-2025: Investor Presentation

**Financial Highlights:**

Q1 FY26 consolidated revenue hit 170.96 Cr, an 11% YoY drop. EBITDA stood at 57.70 Cr (34% margin), with PAT at 28.29 Cr (17% margin). Both Quartz and Granite segments declined, with Granite notably posting negative EBITDA.

**Strategic Initiatives & Growth Drivers:**

The company is focused on long-term value through consistent quality and design differentiation. It actively supports US customers through market shifts and seeks strategic volume opportunities while maintaining pricing discipline.

**Business Developments:**

Pokarna continues as India’s largest premium quartz exporter via its PESL subsidiary, expanding global and domestic distribution. It leverages captive quarries for raw materials and operates two advanced quartz units with Bretonstone technology.

**Market Position & Competitive Advantage:**

A market leader, the company offers 100+ quartz designs, benefiting from strong raw material sourcing. Products are sold globally under Quantra and private labels. The granite business has over 30 years of integrated quarrying and processing expertise.

**Investor Implications:**

A highly cautious outlook persists due to challenging macro conditions: US tariff uncertainties, high interest rates, and intense export pricing pressure. The Q1 performance, especially in Granite, signals execution risk for investors to monitor.