Pricol Ltd
Pricol Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
PRICOL has been outperforming the market for the last 8 to 12 quarters with steady double-digit growth, above industry growth of 8-9%. PRICOL has been consistently outperforming the market with steady revenue growth above industry levels, typically around 15% or more. - Management expects the momentum to continue, with potential growth possibly exceeding 15%, though exact figures like 20% growth are uncertain currently. - New product introductions (e.g., disc brakes, battery management system, telematics, e-cockpit) and new customer additions are anticipated to drive further revenue expansion. - EBITDA margins are expected to remain stable, with improvement plans underway in subsidiary segments like PRICOL Precision aiming for better profitability. - Capital expenditure of around Rs.
From Pricol Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- PRICOL has been outperforming the market for the last 8 to 12 quarters with steady double-digit growth, above industry growth of 8-9%.
- The company expects to continue this momentum, potentially achieving growth upwards of 15% annually, with possibilities close to 20% depending on market conditions and new product additions.
- New products such as telematics integrated with driver information systems, battery management systems (BMS), and other innovations are expected to contribute to growth over the next 3 to 4 quarters and beyond.
- Both ACFMS and driver information system divisions are growing at similar rates, contributing to overall company growth.
- Export revenues, particularly from ACFMS, are significant and growing steadily, supporting growth prospects.
- Capacity expansions, especially in polymer and disc brake segments, backed by Rs. 400-500 crore planned CAPEX over 2-3 years, aim to support increasing demand and revenue growth.
Profitability & Margins
See what Pricol Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- PRICOL plans CAPEX of around Rs. 500 crores over the next 2-3 years, primarily for new product development and capacity creation.
- Polymer division (PRICOL Precision) is increasing capacity due to >90% utilization, with fresh CAPEX investment focused there.
- Backward integration for LCD and TFT displays through an exclusive MOU with BOE; investment to start in next 3-4 quarters with production expected in 4-5 quarters.
- No current inorganic acquisition in advanced stages; opportunities are continuously evaluated.
- New subsidiary incorporated to facilitate technology partnerships and flexibility for future initiatives.
- CAPEX mainly funded through internal accruals; no long-term borrowings, finance cost increase attributed to higher working capital due to sales growth.
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Pricol Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not provide explicit details on the current or expected order book or pending orders for PRICOL Limited.
- However, it indicates strong demand and growth prospects:
- - Growth driven by new product launches including disc brakes and battery management systems.
- - Capacity constraints in the polymer division are being addressed with ongoing significant CAPEX.
- - New business wins in PRICOL Precision, and fully committed disc brake capacity of 0.5 million units with good visibility to fill this.
- - Exports in ACFMS division posting steady 15% growth year-on-year.
- - Continuous evaluation of inorganic acquisition opportunities and partnerships to boost order pipeline.
- Overall, robust demand and ongoing capacity expansion suggest a healthy order book supporting growth over the next few years.
Pricol Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.1K Cr, net profit ₹73 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Pricol Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Pricol Ltd Q3 FY26 results?
PRICOL has been outperforming the market for the last 8 to 12 quarters with steady double-digit growth, above industry growth of 8-9%. PRICOL has been consistently outperforming the market with steady revenue growth above industry levels, typically around 15% or more. - Management expects the momentum to continue, with potential growth possibly exceeding 15%, though exact figures like 20% growth are uncertain currently. - New product introductions (e.g., disc brakes, battery management system, telematics, e-cockpit) and new customer additions are anticipated to drive further revenue expansion. - EBITDA margins are expected to remain stable, with improvement plans underway in subsidiary segments like PRICOL Precision aiming for better profitability. - Capital expenditure of around Rs.
What is Pricol Ltd share price analysis?
Pricol Ltd currently shows a neutral. The stock trades at a P/E of 34.9 with a market cap of ₹9,345 Cr. Investors should review the full earnings analysis for detailed insights.
Is Pricol Ltd planning capital expenditure?
PRICOL plans CAPEX of around Rs.
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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.