Pricol: Pricol Ltd (BOM:540293) Q2 2026 Earnings Call Highlights: Robust Revenue Growth Amid Industry ...

This article first appeared on GuruFocus . Revenue from Operations (Q2): INR 988 crores. EBITDA (Q2): INR 123.35 crores. EBITDA Margin (Q2): 12.49%. PAT (Q2): INR 64 crores. PAT Margin (Q2): 6.5%. EPS (Q2): INR 5.25 per share. Revenue from Operations (H1): INR 1,865.59 crores. EBITDA (H1): INR 225 crores. EBITDA Margin (H1): 12.07%. PAT (H1): INR 113.88 crores. PAT Margin (H1): 6.1%. EPS (H1): INR 9.34 per share. Revenue Growth (Q2): 52% year-on-year. EBITDA Growth (Q2): 41.59% year-on-year. Revenue Growth (H1): 48.89% year-on-year. EBITDA Growth (H1): 34.24% year-on-year. Warning! GuruFocus has detected 3 Warning Signs with BOM:543322. Is BOM:540293 fairly valued? Test your thesis with our free DCF calculator. Release Date: November 07, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript . Positive Points Pricol Ltd ( BOM:540293 ) reported a significant 52% growth in revenue from operations for the quarter, driven by both organic growth and the acquisition of Pricol Precision Products Limited. The company achieved an EBITDA margin of 12.49% for the quarter, with a PAT margin of 6.5%, indicating strong profitability. The acquisition of the injection molding division of Sundaram Auto has contributed positively to the company's growth, with steady improvements in EBITDA margins. Pricol Ltd ( BOM:540293 ) has successfully navigated the rare earth magnet crisis, maintaining its production levels and meeting demand. The company is actively expanding its business through new order wins and collaborations, including significant orders from Honda and ongoing discussions with Yamaha. Negative Points The EBITDA growth of 41.59% was lower than the revenue growth due to the consolidation of the newly acquired plastics business, which initially had a lower EBITDA margin. The automotive industry is facing a semiconductor crisis caused by Nexperia, which is expected to impact the industry and Pricol Ltd ( BOM:540293 ) in the current quarter. The company's CapEx plans indicate a heavy investment cycle, which may impact short-term cash flow and financial flexibility. Capacity constraints in the Polymer business are limiting the ability to convert a healthy pipeline of RFQs and orders into business. The company anticipates a weaker Q3 performance due to seasonal trends in the automotive industry and the ongoing semiconductor crisis. Q & A Highlights Q : Can you provide details on the revenue and EBITDA margin from Pricol Precision? A : The EBITDA margin was around 6.3% when we took over the company in March, and it has improved to about 9.5% by September. For Q2, the revenue was INR235 crores with an EBITDA of 9.08%. (Answered by Priyadarsi Bastia, CFO) U.S. markets open in 9h 10m US Europe Asia Cryptocurrencies Rates Commodities Currencies S&P Futures 6,803.00 +49.25 (+0.73%) Dow Futures 47,185.00 +100.00 (+0.21%) Nasdaq Futures 25,478.50 +312.25 (+1.24%) Russell 2000 Futures 2,457.30 +16.70 (+0.68%) VIX 19.08 -19.50 (-50.54%) Gold 4,059.80 +50.00 (+1.25%) Portfolio Portfolio Sign in to access your portfolio Sign in Top gainers GMED Globus Medical, Inc. 83.89 +22.18 (+35.94%) FROG JFrog Ltd. 60.00 +12.74 (+26.96%) EOSE Eos Energy Enterprises, Inc. 18.26 +2.97 (+19.42%) OS OneStream, Inc. 22.74 +3.66 (+19.18%) EXPE Expedia Group, Inc. 258.25 +38.55 (+17.55%) Top losers UI Ubiquiti Inc. 612.19 -147.38 (-19.40%) PRMB Primo Brands Corporation 14.46 -3.24 (-18.31%) RUN Sunrun Inc. 17.13 -3.29 (-16.11%) DIOD Diodes Incorporated 44.28 -7.53 (-14.53%) DOCS Doximity, Inc. 54.29 -8.29 (-13.25%) Most active NVDA NVIDIA Corporation 188.15 +0.07 (+0.04%) OPEN Opendoor Technologies Inc. 6.56 0.00 (0.00%) ACHR Archer Aviation Inc. 8.18 -0.70 (-7.88%) PFE Pfizer Inc. 24.43 +0.01 (+0.04%) PLUG Plug Power Inc. 2.6500 +0.1400 (+5.58%) Earnings events My earnings events Earnings events Trending tickers BTC-USD Bitcoin USD 106,416.17 +4,601.49 (+4.52%) XRP-USD XRP USD 2.46 +0.20 (+8.75%) ETH-USD Ethereum USD 3,617.86 +219.86 (+6.47%) BYND Beyond Meat, Inc. 1.3900 +0.2000 (+16.81%) BMNR Bitmine Immersion Technologies, Inc. 40.23 +2.86 (+7.65%) Top economic events Top economic events United States Non-Farm Payrolls Nov 9, 2025, 7:00 PM EST Prior: P: 22 New: N: - Non-Farm Payrolls Nov 9, 2025, 7:00 PM EST Prior: Prior: 22 New: New: - Unemployment Rate Nov 9, 2025, 7:00 PM EST Prior: P: 4.3 New: N: - Unemployment Rate Nov 9, 2025, 7:00 PM EST Prior: Prior: 4.3 New: New: -