PPAP Automotive Limited — PPTs, 14-02-2026: Investor Presentation

PPAP Automotive's recent financial results for Q3 & 9M FY26 saw softer-than-expected performance. Consolidated revenue for the nine months dipped to INR 392.5 Cr, with the company reporting a PAT loss of INR 2.3 Cr, largely due to lower OEM volumes from delayed model launches.

Strategically, PPAP divested its 50% stake in PPAP Tokai India Rubber for INR 100 Cr to cut debt and fund new growth. They've also secured solid lifetime orders worth INR 752 Cr in 9M FY26, boosting their unexecuted order book to INR 4,103 Cr. New product supplies started for Tata-Altroz, Maruti-Victoris, and Vinfast-VF6.

Management expects demand to pick up, especially in the battery segment. Revised FY26 revenue guidance is INR 575-600 Cr, with PAT around INR 8 Cr. Focus areas include increasing content per vehicle, expanding aftermarket, and enhancing tooling capacity, aiming for better margins.