Pearl Global Industries Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Pearl Global's Q1 FY'26 consolidated revenue hit 1,228 Cr (+16.6% YoY), with Adjusted EBITDA at 114 Cr (9.3% margin), rising to 10.7% ex-certain costs. PAT grew 5.9% to 66 Cr. Geographic diversification is key as U.S. tariffs impact India (50%) more than other regions (19-20%). India operations (25% of revenue) will pivot to non-U.S. markets like UK and Japan. Vietnam (+75% YoY sales) and Indonesia (+50% YoY) saw strong growth. Management maintains 12-14% volume growth target for FY'26. New CapEx is paused awaiting tariff stability. The company maintains a confident outlook.