Premier Explosives Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Premier Explosives (PEL) reported strong Q1FY26 results. Revenue surged 72% YoY to Rs 142.1 Cr, primarily driven by an 87% increase in Defence & Space services, now 86% of total revenue. EBITDA grew 81% YoY to Rs 20.9 Cr (15% margin), and PAT jumped 110% YoY to Rs 15.3 Cr (11% margin). The company holds a robust order book of Rs 988.5 Cr (~2.4x FY25 revenue), with 87% from Defence. PEL's vision includes capacity enhancement, expanding its defence product portfolio, and boosting exports, capitalizing on "Make in India" defence opportunities. Management's sentiment is confident and growth-oriented.