PG Electroplast Reports Moderated Growth Amid Room AC Demand Dip

PG Electroplast (PGEL) announced its unaudited financial results, reporting moderated growth due to subdued demand in the Room AC segment. Revenues stood at INR 655.37 crores for the quarter ended September 30, 2025, a decrease of 2.4% YoY. Despite near-term challenges, PGEL remains focused on research, development, and strategic partnerships, with ongoing investments in platform development and capacity augmentation.

Financial Performance Overview

PG Electroplast (PGEL) announced its financial results for the quarter ended September 30, 2025, revealing a period of moderated growth primarily due to lower demand in the Room AC sector. Key financial highlights include:

  • Revenues: INR 655.37 crores, down 2.4% YoY
  • EBITDA: INR 44.68 crores compared to INR 60.54 crores in Q2 FY25, a decrease of 26.2%
  • Net Profit: INR 2.38 crores, compared to INR 19.47 crores in Q2 FY25

Half-Yearly Performance

The company also reported results for the half-year ended September 30, 2025:

  • Net Sales: INR 2159.22 crores, an increase of 8.4% YoY
  • EBITDA: INR 184.10 crores versus INR 195.08 crores in 1HFY2025
  • Net Profits: INR 69.09 crores versus INR 104.40 crores in 1HFY2025

Segment Performance

The Product business contributed 68.4% of overall revenues, growing 9.2% YoY. Room ACs grew 2.5% YoY, Washing Machines grew 46.9% YoY, while Coolers declined by 19.7% YoY. Goodworth Electronics (JV) posted revenues of INR 483.4 crores in 1HFY26, with EBITDA of INR 10.33 crores.

Future Outlook and Guidance

PGEL anticipates significant revenue growth in the coming year and provides the following guidance for FY2026:

  • Consolidated Revenues: Expected at INR 5,700–5,800 crores, implying a growth of 17% to 19% over FY25
  • Net Profit Guidance: INR 300–310 crores, representing a growth of 3%-7% over FY25
  • Goodworth Electronics Revenue: Expected at INR 850 crores

The company plans to invest INR 700–750 crores in capital expenditure for new projects, including facilities for plastic components, coolers, washing machines, and refrigerators.

Source: BSE

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