Premier Explosives (PREMEXPLN) — concall transcript

📢 Key Event
Premier Explosives reported Q1 FY27 results with 28% YoY revenue decline to INR102.6 crores, driven by supply chain issues, but maintained strong order book and reaffirmed FY27 revenue guidance of INR600-700 crores.

🔄 What Changed
Operating margins under pressure due to elevated raw material costs, though gross margins expected to improve sequentially. Order book remains robust at INR1,393 crores (94% defense), with export licenses now being received and INR200-300 crores expected in FY27.

🔮 What's Next
Targeting INR600-700 crores revenue for FY27, with EBITDA margins of 15-20%. Expecting gross margin improvement through better product mix and execution. Order book of INR1,393 crores provides revenue visibility. Export revenue to reach INR200-300 crores in FY27. RDX/HMX production to commence by September 2026.

💡 Investor Takeaway
The company's long-term growth is anchored in its defense-focused order book and strategic acquisition, with near-term margin pressure offset by operational improvements and capacity expansion.

Premier Explosives reported a 28% YoY revenue decline in Q1 FY27 to INR102.6 crores due to global supply chain disruptions and delayed dispatches, though order book remains strong at INR1,393 crores (94% defense-focused). Management highlighted improving margin trends, targeting 15-20% EBITDA margins, and expects gross margins to recover sequentially. The Apollo Micro Systems acquisition is positioned as a strategic growth catalyst, enhancing defense electronics integration and export opportunities. Export licenses are being processed, with INR200-300 crores expected in FY27. Capacity expansion, including RDX/HMX production, is on track for September commissioning, and long-term revenue guidance of INR600-700 crores for FY27 is reaffirmed.

📄 View Original Announcement (PDF)

📊 Stock Analysis — PREMEXPLN ✨ Ask AI About This

About Premier Explosives Ltd (PREMEXPLN)

Capital Goods · Aerospace & Defence · Listed on BSE

Market Cap: ₹3,566.79 Cr P/E: 106.3 ROE: 13.7% ROCE: 17.0% Div Yield: 0.08%

View full PREMEXPLN stock details →

📡 Get AI alerts when PREMEXPLN files next

Free • Daily 5 PM digest • Track filings, board meetings, and corporate actions

Track PREMEXPLN — Free

💡 Ask AI about this filing

"When will the RDX/HMX production facility be fully operational and what is the expected revenue contribution?" "What is the breakdown of the INR1,393 crores order book by segment and region?" "What is the expected timeline for full integration of Apollo Micro Systems and its impact on margins?"

Ask AI Free →

📊 More PREMEXPLN filings

See all PREMEXPLN filings →

🔥 Also filed on 30 June 2026

SHIRPUR-G Shirpur Gold Refinery Limited Announcement REFEX Refex Industries Limited Corporate Action ROLLT Rollatainers Limited Announcement SAMMAANCAP Sammaan Capital Limited Corporate Action RUSTOMJEE Keystone Realtors Limited Announcement ZEEMEDIA Zee Media Corporation Limited Corporate Action

View all today's announcements →

Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

📡 Get AI alerts when PREMEXPLN files new disclosures

Track PREMEXPLN filings, board meetings, and corporate actions. Free email alerts at 5 PM.

Track PREMEXPLN — Free

Free account · 2 AI queries/day

About · Privacy Policy · Terms of Service · Pricing

Today's Announcements · Screener · Insights · AI Chat

Data provided by CMOTS Internet Technologies Pvt Ltd