Pricol Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Pricol reported strong Q2 FY26 results: revenue up 52% to INR 988 Cr, EBITDA at INR 123.35 Cr (12.49% margin), PAT INR 64 Cr. H1 revenue rose 48.89% to INR 1,865.59 Cr. Recently acquired Pricol Precision Products' EBITDA margin improved to 9.5%. Management expects a semiconductor shortage to cause temporary revenue delays in Q3. Substantial CAPEX (INR 250-300 Cr for FY26/27) targets new ventures like disc brakes and switches, plus capacity expansion. Disc brake production for OEMs is ramping up. Overall tone remains confident for the INR 8,000 Cr FY31 revenue target.