• Quarterly and annual performance: Q4 revenue grew approximately 7% to ₹1,314 crore while profit increased by more than 24% to ₹83 crore, contributing to record full-year revenue, EBITDA, and profit.
• Growth and diversification: The company maintains a 12% to 14% CAGR target and delivered over 11% growth in the past year, supported by diversified manufacturing across India, Bangladesh, Vietnam, Indonesia, and Guatemala.
• Tariff impact on India: Standalone revenue in India fell 9.6% after Pearl Global absorbed nearly ₹36 crore in customer discounts due to US tariffs, but management expects an improvement starting next quarter.
• US market exposure: Less than 50% of revenue depends on the US, and order book momentum has remained resilient despite rising global energy and fuel costs.