Pearl Global Industries Limited — Investor Meet, 20-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Pearl Global reported record FY'26 revenue of INR5,025 Cr (+11.5% YoY) and PAT of INR270 Cr (+17% YoY). Q4 saw highest ever EBITDA margin at 10.3%. Management targets 10-12% EBITDA margin for FY'27 and 12-14% CAGR towards FY'28, expecting to surpass INR6,000 Cr revenue. Capacity hit 101 million pieces, with 6-7 million more from Bangladesh capex and INR200-250 Cr planned for FY'27 expansion in Vietnam and Indonesia. US tariff removal and India-EU/UK FTAs are expected to drive India's growth. Diversified operations across Bangladesh, Vietnam (80%+ utilization), and Indonesia are key. Management expressed confidence in sustained profitable growth, leveraging strategic investments and customer engagement.