Paramount Communications Limited (PARACABLES) — Announcement

📢 Key Event
FY26 revenue grew 22.8% YoY to Rs 19,122 Mn despite US tariff headwinds.

🔄 What Changed
Operating EBITDA margin recovered to 6.7% in Q4 FY26 from 4.3% in Q3; domestic revenue share rose to 71%; export revenue grew 13.9% to Rs 5,504 Mn

🔮 What's Next
Partial commissioning of Narmadapuram greenfield project expected in Q1 FY28; export margin recovery anticipated post-tariff normalization; target 50,000 Mn sales by FY31

💡 Investor Takeaway
Shareholders should note the company is pivoting to domestic demand to offset US tariff impacts while preparing for long-term growth through new high-voltage cable manufacturing.

⚠️ Risks
US tariff disruptions caused a 30.5% PAT decline in FY26, though export volumes remained stable and margins are recovering post-ruling.

Paramount Communications Limited reported FY26 revenue of Rs 19,122 Mn, up 22.8% YoY, with PAT declining 30.5% to Rs 602 Mn due to US tariff disruptions affecting exports. Operating EBITDA margin recovered to 6.7% in Q4 FY26 from 4.3% in Q3, driven by domestic demand growth and export margin stabilization after tariff resolution. The company highlighted a record order book of Rs 5,833 Mn, with domestic share rising to 71% and exports growing 13.9% to Rs 5,504 Mn. Management expects gradual margin recovery in FY27 as US tariff impacts normalize and the Narmadapuram greenfield project prepares for partial commissioning in Q1 FY28.

📄 View Original Announcement (PDF)

📊 Stock Analysis — PARACABLES ✨ Ask AI About This