Premier Explosives Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Premier Explosives reported Q4 FY26 revenue growth of 20% year-on-year to INR 89.2 crore, with net profit (PAT) up 78% to INR 6.6 crore. For FY26, revenue declined 7% to INR 388.3 crore, impacted by execution timing of high-value orders and elevated raw material prices, though full-year PAT grew 61% to INR 45.8 crore.

Management targets FY27 revenue of INR 600-700 crore, aiming for 15-20% margins. The company holds its highest-ever order book at INR 1,569 crore (4.04x FY26 revenue), with 54% from exports, providing 2-3 years of revenue visibility. Growth is expected from new orders in land mines, drone payloads, and medium-caliber ammunition, supported by ongoing alternate raw material approvals and the recommissioning of the flares production plant. Capacity expansion continues at Katepally, and a new defense manufacturing facility is being planned in Andhra Pradesh. The company is confident in its ability to overcome past execution challenges and sustain growth.