| Revenue growth | Q2 revenue +35.03% YoY to ₹1,334.02 Cr; two-wheeler led. |
|---|---|
| Margins | Q2 EBITDA margin 11.82%; input-cost headwinds, pass-through pending. |
| Demand visibility | Festive demand robust; two-wheeler growth ~35% versus industry ~20%. |
| Management confidence | Defensive: 'could have been better'; unsure on margin recovery. |
Growth
Revenue +35.03% YoY vs EBITDA +27.87%: negative operating leverage; H1 revenue +29.59%.
Outlook
No numeric growth guidance. Quantified: ₹350 Cr plastics capex over six quarters; demerger effective April 2027.
Risks
Unrecovered first-time BARPCB, memory, labour inflation; management 'not sure' of pass-through; margin outlook 'difficult to predict'.
Last quarter's promises, checked
Delivered
- Guided outgrow industry in all divisions → 2W +35% vs industry ~20% (= BEAT)
- Guided demerger ~12 months → effective Apr 2027 (= BEAT)
Partly delivered
- Guided 12.5-13% steady-state margin by Q3 → Q2 11.82% (= PARTIAL)
- Guided ₹400 Cr polymer capex → ₹350 Cr over six quarters (= PARTIAL)
- Guided plastics 2.5x FY25 revenue → Q2 +35% YoY, one quarter only (= PARTIAL)
Missed
- Guided ~75% revenue indexed in Q2 → pass-through deferred, unquantified (= MISS)
Earnings Call Transcript filed with NSE, NSE: PRICOLLTD. Summary written with AI assistance from the document.
Pricol Ltd: key numbers
- Share price
- ₹727.90
- Market cap
- ₹8,872 Cr
- Revenue (annual)
- ₹4,041 Cr
- Net profit (annual)
- ₹250.8 Cr
- P/E (TTM)
- 30.7×Sector 32.9×
- Promoter holding
- 38.51%+0.00% QoQ
- FII holding
- 14.06%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Pricol Ltd
All →Pricol Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue INR 1,334 Cr (+35%), EBITDA INR 158 Cr (11.82% margin), PAT INR 85 Cr (+33%). Deck highlights Bajaj Pulsar cluster launches and awards; no explicit guidance.
Pricol Results Update
Pricol Limited reported H1-FY27 consolidated net profit of INR 152.23 Crore, reflecting a 33.68% YoY growth. Q2-FY27 revenue reached INR 1,334.02 Crore with EBITDA of INR 157.73 Crore.
- Value
- ₹152.2 Cr
Pricol Q2 FY27 Results: Net Profit ₹85.2 Cr, Up 33.1% YoY
Pricol Ltd reported revenue from operations of ₹1,356 Cr (+34.7% YoY) and net profit of ₹85.2 Cr (+33.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹85.2 Cr · +33.1% YoY
Pricol Board Meeting Date
Pricol Ltd schedules a board meeting for 4th November 2026 to consider the unaudited financial results for the quarter and half-year ended 30th September 2026.
Pricol Other Announcement
Pricol Limited filed its Reconciliation of Share Capital Audit Report for the quarter ended September 30, 2026. This is a periodic regulatory compliance disclosure.
Pricol Other Announcement
The company submitted its quarterly shareholding pattern under Regulation 31(1)(b) of SEBI Listing Regulations for the period ended September 30, 2026.