Pricol

Pricol reported a strong Q4 FY26 with revenue crossing ₹1,077.9 crore, up 43.34% YoYCurrent reported value: 43.34% YoY. No comparable prior figure is available in the source record., and EBITDA of ₹143.28Current reported value: 143.28. No comparable prior figure is available in the source record. crore, up 62.27% YoYCurrent 62.27% YoY. Reported change: Missed 20% target., driven by organic growth and the P3L acquisition. EBITDA margin improved to 13.29%Current reported value: 13.29%. No comparable prior figure is available in the source record.. However, management flagged severe headwinds: West Asia crisis, rupee depreciation, and sharp raw material inflation (polymer +55%, aluminium +62%). They expect earnings softening and cannot provide near-term growth guidance. The company plans a major capex cycle of ₹680-700 croreCurrent ₹680-700 crore. Reported change: New cycle. this year to address capacity constraints, funded with conservative leverage (debt/equity ~0.5-0.6). Key risk: inability to fully pass on cost increases to OEMs, pressuring margins.