| Revenue growth | 34.1% YoY consolidated growth. |
|---|---|
| Margins | EBITDA margins stable; looking for expansion as raw material costs settle. |
| Order book | Secured ₹131 Cr lifetime orders; EV programs contributed nearly ₹64 Cr. |
| Demand visibility | Strong; record quarterly industry sales and healthy OEM production schedules. |
| Management confidence | High; citing strong momentum into Q2 and new order pipelines. |
Growth
Revenue rose 34.1% to ₹156.4 Cr; EBITDA increased 33.3% to ₹12.4 Cr driven by production volumes.
Outlook
Targeting 12-13% sustainable margins; aim to be debt-free at net level within 3 years via JV exit proceeds.
Risks
Raw material inflation remains a concern; only 50% of cost increases passed through to customers currently.
Last quarter's promises, checked
Delivered
- Guided Q4 capacity utilization ~78% → delivered 78% (= BEAT)
- Guided aftermarket growth >25% → delivered 30% (= BEAT)
- Guided battery losses reduction 60-70% → delivered 60-70% (= BEAT)
Partly delivered
- Guided 50% RM pass-through → delivered 50% with balance in negotiation (= PARTIAL)
Missed
- Guided Q4 revenue targets → delivered variance due to soft demand (= MISS)
Investor Presentation filed with BSE, NSE: PPAP. Summary written with AI assistance from the document.
PPAP Automotive Ltd: key numbers
- Share price
- ₹246.00
- Market cap
- ₹347.2 Cr
- Revenue (annual)
- ₹567.0 Cr
- Net profit (annual)
- ₹43.19 Cr
- P/E (TTM)
- 7.5×Sector 32.1×
- Promoter holding
- 64.30%-0.18% QoQ
- FII holding
- 5.84%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from PPAP Automotive Ltd
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PPAP Automotive Investor Presentation: Key Takeaways
PPAP reported strong Q1FY27 consolidated revenue of INR 156.4 Cr (+34.1% YoY) driven by new model launches and strategic partnerships. EBITDA rose 33.3% to INR 12.4 Cr.
- Call
- Guides 20% growth