PG Electroplast Limited — Investor Meet, 30-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

PGEL experienced a challenging Q4 FY26: Revenue declined 10% to ₹1,717 Cr, EBITDA dropped 43% to ₹131.5 Cr, and PAT fell 56% to ₹64.2 Cr. Operational disruptions from an LPG crisis and truck shortages led to an estimated ₹420 Cr revenue loss. Gross margins compressed by 250 bps due to commodity inflation and INR depreciation. Full-year FY26 revenue was ₹5,288 Cr, with PAT at ₹193.61 Cr.

For FY27, channel inventory has normalized. The company anticipates above-industry revenue growth and EBITDA margins improving towards 8%. Strategic investments in new compressor, refrigerant, and expanded washing machine facilities aim for deeper backward integration and long-term strength. Management expresses cautious optimism for normalizing operations after a tough year.