Pelatro Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 26 Aug 2026 | Media | Market Cap: ₹361 Cr
Pelatro Limited expects a revenue CAGR of 25% to 30% over the next three years (multiple references, e.g., pages 22, 23, 24). Pelatro expects a 25% to 30% CAGR revenue growth over the next three years, with potential upside beyond this range.
From Pelatro Ltd's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.
Price
₹372
Market Cap
₹361 Cr
P/E Ratio
16.9
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Pelatro Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹39 Cr, net profit ₹6 Cr.
Full financials →📊 Revenue & Sales Performance
- →Pelatro Limited expects a revenue CAGR of 25% to 30% over the next three years (multiple references, e.g., pages 22, 23, 24).
- →Growth will be driven by a combination of increasing the number of customers and growth in average revenue per customer, though average revenue per customer growth will be gradual (pages 22, 23, 24).
- →The company cautions against assuming the average revenue per customer will jump sharply (e.g., from 2.5 to 5 crores) within three years (page 23).
- →Organic growth forms the basis of the 25%-30% CAGR guidance; inorganic growth (from acquisitions) would be additional but uncertain (page 9).
- →Current contracted revenue visibility for FY26 is 100%, and 59% for FY27, showing predictable future revenue streams (page 5).
- →New product launches and cross-selling opportunities from acquisitions (Estel division) are expected to support revenue growth (pages 6, 8).
📈 Profitability & Margins
- →Pelatro expects a 25% to 30% CAGR revenue growth over the next three years, with potential upside beyond this range.
- →Average revenue per customer has grown from 2.5 to 2.77, expected to continue increasing, contributing to growth alongside customer additions.
- →EBITDA margin is expected to improve, projected around 24% for the full year including other income.
- →PAT margin outlook is approximately 14% for the full year, though no specific guidance given beyond this.
- →The Estel division currently drags margins but is expected to improve to CVM division levels in the near term.
- →PAT growth specifics were not commented on, but profitability has shown strong YoY improvement (63% PAT growth H1 FY26).
- →EPS for H1 FY26 rose to INR 7.83 from INR 6.55 year-over-year.
- →Cash flow situation is improving, expected to generate free cash flow in coming quarters.
🏗️ Capital Expenditure Plans
- →There is no explicit mention of current or future capital expenditures (capex) or strategic investments in the provided transcript.
- →The company has made an acquisition (Estel Division) recently, contributing to revenue, indicating some investment in inorganic growth.
- →Discussion focuses on organic growth, product launches, and scaling through customer additions and cross-selling, rather than specific capex plans.
- →Emphasis is on launching new versions of acquired products by March 2026 to drive growth.
- →No mention of specific plans for hiring or expanding delivery capacity beyond current capabilities; delivery capacity is deemed adequate.
- →The company highlights potential for inorganic growth but notes no guarantee of acquisitions in the next three years.
- →Strategic focus is on deepening customer engagement and expanding product capabilities rather than capital investments.
💰 Fundraising & Capital Structure
📋 Order Book & Pipeline
Key Metrics
Frequently Asked Questions
What were Pelatro Ltd Q2 FY26 results?
Pelatro Limited expects a revenue CAGR of 25% to 30% over the next three years (multiple references, e.g., pages 22, 23, 24). Pelatro expects a 25% to 30% CAGR revenue growth over the next three years, with potential upside beyond this range.
What is Pelatro Ltd share price analysis?
Pelatro Ltd currently shows a neutral. The stock trades at a P/E of 16.9 with a market cap of ₹361 Cr. Investors should review the full earnings analysis for detailed insights.
Is Pelatro Ltd planning capital expenditure?
There is no explicit mention of current or future capital expenditures (capex) or strategic investments in the provided transcript.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.