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Pokarna Limited Q1 FY26 earnings call summary

NSE: POKARNA · BSE: 532486

Earnings call of 1 Aug 2025, summarised by AI from the filing.

Pokarna faces 25% US tariff and order slowdown from April, but expects ₹500 cr additional turnover from new expansion at full utilization.

Key takeaways

  1. Expansion At full optimum utilization, the new expansion will add an additional turnover of about ₹500 cr.
  2. Order slowdown Slowdown in orders from April onwards due to tariff uncertainty; pain expected this quarter.
  3. Non-US markets Demand from Czech Republic, Canada, France, Mexico, Russia and other countries continues to be encouraging; contributions gradually increasing.
  4. Pricing Pricing will be under strain post-tariff unless it is a new product with no price comparison.

Original filing on BSE

Pokarna Limited Q1 FY27 results

As filed: Revenue ₹189 cr (+11% year on year), EBITDA ₹68.0 cr (+24% year on year), PAT ₹42.6 cr (+52% year on year), EBITDA margin 35.9% (+373 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹147 cr (−44% year on year), EBITDA ₹45.0 cr (−56% year on year), PAT ₹25.6 cr (−57% year on year), EBITDA margin 30.6% (−820 bps). Score 24 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 820 bps year on year. Share price after the results: +33.5% in 28 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹135 cr (−40% year on year), EBITDA ₹40.7 cr (−48% year on year), PAT ₹20.4 cr (−60% year on year), EBITDA margin 30.2% (−465 bps). Score 13 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 465 bps year on year. Other income 27% of PBT. Share price after the results: −6.1% in 30 days (Nifty 500: −4.5%).
  • Q2 FY26: Revenue ₹118 cr (−53% year on year), EBITDA ₹24.0 cr (−72% year on year), PAT ₹6.0 cr (−87% year on year), EBITDA margin 20.3% (−1,000 bps). Score 0 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Other income 70% of PBT. Revenue fell 31% from last quarter. Share price after the results: −4.4% in 30 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹171 cr (−11% year on year), EBITDA ₹55.0 cr (−10% year on year), PAT ₹28.0 cr (−15% year on year), EBITDA margin 32.2% (+56 bps). Score 17 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin rose 56 bps year on year. Revenue fell 35% from last quarter. Share price after the results: −7.9% in 30 days (Nifty 500: −2.5%).
  • Q4 FY25: Revenue ₹263 cr (+62% year on year), EBITDA ₹102 cr (+149% year on year), PAT ₹59.0 cr (+269% year on year), EBITDA margin 38.8% (+1,000 bps). Score 89 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Profit rose ₹43.0 cr on a year ago, more than the ₹5.0 cr it added the year before. Share price after the results: −5.4% in 29 days (Nifty 500: +3.3%).
  • Q3 FY25: Revenue ₹224 cr (+36% year on year), EBITDA ₹78.0 cr (+50% year on year), PAT ₹51.0 cr (+143% year on year), EBITDA margin 34.8% (+331 bps). Score 65 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 331 bps year on year. Revenue fell 11% from last quarter. Profit rose ₹30.0 cr on a year ago, more than the ₹18.0 cr it added the year before.
  • Q2 FY25: Revenue ₹251 cr (+26% year on year), EBITDA ₹86.0 cr (+26% year on year), PAT ₹45.0 cr (+36% year on year), EBITDA margin 34.3% (+26 bps). Score 64 of 100, In line with trend. EBITDA margin rose 26 bps year on year. Tax rate 35%. Consolidated profit +36% but standalone -300%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Pokarna Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.