PTC Industries Limited — PPTs, 15-11-2025: Investor Presentation

PTC Industries delivered a strong Q2 & H1 FY26. Total Income surged 64.4% YoY to ₹132.8 Cr in Q2, and an impressive 83.2% YoY to ₹240.5 Cr for H1. Profit After Tax (PAT) grew 4.8% to ₹18.1 Cr in Q2 and 4.9% to ₹23.3 Cr for H1. Aerolloy Technologies (ATL) was a key driver, with H1 revenue up 47.6% to ₹42.1 Cr. Trac Precision Solutions (UK) faced a temporary EBITDA loss of ₹1.4 Cr from supply chain issues, but corrective actions are in progress.

The company is strategically focused on advanced manufacturing and self-reliance. It recently commissioned a new Titanium & Superalloys Materials Plant. ATL also launched advanced Vacuum Induction Melting (VIM) and Vacuum Arc Remelting (VAR 400) facilities, making PTC one of only two global companies for large investment castings in both titanium and superalloys.

Key wins include a ₹110 Cr order from BrahMos Aerospace for titanium castings and a historic order from GTRE (DRDO) for 'Ready-to-Fit' Turbine Blades, a first for an Indian company. Trac UK partnered with Coolbrook for clean-tech components. Management expects improved EBITDA margins as Trac integration progresses and ongoing investments in advanced machining drive efficiency.