PPAP Automotive Limited — PPTs, 11-05-2026: Investor Presentation

PPAP Automotive delivered a strong Q4 FY26, with consolidated revenue up 18.6% YoY to INR 174.6 Cr and EBITDA rising 12.9% to INR 16.9 Cr. Full-year FY26 revenue reached INR 567.1 Cr (+2.4% YoY). PAT surged to INR 43.2 Cr (EPS INR 30.61), primarily due to a ~INR 49.79 Cr gain from selling its JV stake; operational PAT was lower.

The company secured robust lifetime orders worth INR 840 Cr in FY26, notably a INR 460 Cr order from Tata Motors, and began supplying new programs like Tata-Altroz. Strategic restructuring under the "AJAY Group" is underway, integrating the Avinya Battery business, restructuring the tooling division, and exiting the PTI JV (for INR 100 Cr).

Key focus areas include boosting value-added products and exports in Automotive Parts, expanding the aftermarket business by 20% annually (targeting 10% of total revenue by FY27), and enhancing tooling capacity and utilization.

Management sees an encouraging order pipeline despite a dynamic market, focusing on core automotive strength, scaling new verticals, and operational excellence. A final dividend of INR 1.50 per share for FY26 was approved.