NSEAnalysts/Institutional Investor Meet/Con. Call Updates20 Aug 2026 · 20 Aug 2026, 10:32 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Premier Explosives Limited · PREMEXPLN

✦ AI SummaryResults

Premier Explosives Limited reported Q1 FY27 revenue of INR102.6 crores, a 28% decline YoY, due to delays in dispatches and project execution caused by global headwinds and supply chain disruptions. The company expects a stronger operational performance and better revenue conversion in the coming quarters.

Analysis Scores

Earnings Impact4/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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IISO9I001 R~EGISTERED Premier Explosives ~ MGMISYS. ~ RvAC024 DNV Certification BV TheNetherlands limited ~:Ltl August 20, 2026 To To The General Manager The Vice President, Department of Corporate Relations Listing Department aSE Limited The National Stock Exchange of India Sir Phiroze Jeejeebhoy Towers, Limited Dalal Street, Fort, Exchange Plaza, Sandra Kurla Complex, Mumbai -400 001 Sandra (East), Mumbai 400 051 Scrip code: 526247 Scrip code: PREMEXPLN Dear Sir/Madam, Sub: Transcript 'of Conference can pertaining to the first quarter ended 30th June, 2026, results. Please find attached the Transcript of the Conference Call hosted by, Stellar IR Advisors Private Limited, on August 14,2026 pertaining to, 'Premier Explosives Limited Q1 FY '27 Earnings'. This isfor your kind information and record. Thanking you, Yours faithfully, For Premier Explosives Limited K. Jhansi Laxmi Company Secretary Encl: a/a Regd. Office: "Premier House", # 11, Ishaq Colony, Near AOC Centre, Secunderabad - 500 015. (T.G.) INDIA Ph. No. :040-66146801 to 6803,6851 Fax: +91-40-66146839, +91-40-27843431 Email :investors@pelgel.com Website: www.pelgel.com CIN :L24110TG1980PLC002633 “Premier Explosives Limited Q1 FY27 Earnings Conference Call” August 14, 2026 MANAGEMENT: MR. T. V. CHOWDARY – MANAGING DIRECTOR– PREMIER EXPLOSIVES LIMITED MR. VIJAY KUMAR – CHIEF FINANCIAL OFFICER– PREMIER EXPLOSIVES LIMITED MODERATOR: MR. AKHILESH GANDHI – STELLAR INVESTOR RELATIONS Page 1 of 11 Premier Explosives Limited August 14, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Q1 FY27 Conference Call hosted by Premier Explosives Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. I now hand the conference over to Mr. Akhilesh Gandhi from Stellar IR. Thank you, and over to you, sir. Akhilesh Gandhi: Thank you, Steve. Good afternoon, everyone. I Akhilesh Gandhi, on behalf of Stellar Investor Relations, welcome you all to the Premier Explosives Q1 FY27 Earnings Conference Call. We shall be sharing the key operating and financial highlights for the first quarter ended on June 30, 2026. Today, we have with us the senior management team of Premier Explosives. Mainly we have Mr. T. V. Chowdary sir. He is our Managing Director; along with we have Mr. Vijay Kumar. He is our Chief Financial Officer. Before we begin, I would like to state that this call may contain some of the forward-looking statements, which are completely based upon the company's beliefs, opinions and expectations as of today. The statements made in today's call are not a guarantee of future performance and also involve unforeseen risks and uncertainties. The company also undertakes no obligation to update any forward-looking statements to reflect developments that occur after the statement is made. Document relating to the company's financial performance, including the investor presentation has already been uploaded on the stock exchange. With that, I now invite Mr. T.V. Chowdary sir to share his opening remarks on the company's performance for the first quarter. Thank you, and over to you, sir. T. V. Chowdary: Thank you, Mr. Akhilesh and good afternoon, everyone. I welcome you all to the earnings conference call of Premier Explosives for the first quarter ended June 30, 2026. Thank you for joining us. I trust you have reviewed our Q1 financial year '27 results along with the investor presentation available on the stock exchanges and on our website. During Q1 FY '27, we reported revenue of INR102.6 crores, reflecting a decline of 28% year- on-year. The quarter was impacted by delays in dispatches and project execution, primarily due to ongoing global headwinds and supply chain disruptions across certain programs. While these factors affected near-term revenue recognition, the underlying demand environment for our products and solutions remains robust. On the profitability front, operating performance was impacted by elevated raw material costs amid prevailing global market conditions. The increase in input prices created temporary pressure on margins during the quarter. However, we continue to focus on operational efficiency, cost optimization and disciplined execution of -- execution to mitigate these challenges. Encouragingly, we believe that many of these external headwinds are gradually easing as supply chain stabilize and execution improves, we expect a stronger operational performance and better Page 2 of 11 Premier Explosives Limited August 14, 2026 revenue conversion in the coming quarters. Most importantly, our business fundamentals remain strong. As of today, our order book stands at INR1,393 crores with approximately 94% of the order book coming from Defense segment. The healthy order backlog provides strong revenue visibility and reinforces our confidence in the company's growth trajectory. Also regarding the recent acquisition by Apollo Micro Systems. We believe this marks a significant milestone in Premier Explosive's growth journey and opens up exciting opportunities for the company. The partnership brings together Apollo's strengths in defense electronics and mission-critical systems with Premier's capability in energetic materials, rocket motors, ammunition and propulsion systems, creating a broader and more integrated defense platform. For Premier, the strategic benefits are clear, enhanced access to larger and more complex defense programs, stronger technology and R&D capabilities, a wider customer reach and improved operational efficiencies through scale and collaboration. The combined strengths will also strengthen our position in India's growth defense -- growing defense indigenization and export opportunities. We believe this partnership will accelerate Premier's next phase of growth, strengthen our competitive positioning and create long-term value for all stakeholders. We remain excited about the opportunities ahead and look forward to unlocking the full potential of this partnership. Now I request Mr. Vijay Kumar, our CFO, to share the financial performance. Vijay Kumar: Thank you, sir. Good afternoon, everyone. The result presentation for the quarter ended June 30, 2026, has been uploaded on the stock exchanges and on the company's website. I believe you may have gone through the same. The revenue from operations for Q1 FY '27 de-grew by 28% year-on-year to INR102.6 crores. Our EBIT for Q1 FY '27 de-grew by 80% year-on-year to INR4.8 crores. The EBIT margin for the quarter stands at 4.7%. Our net profit decreased by 80% year-on-year to INR3 crores. The PAT margin for the quarter stands at 3%. Now coming to the order book. The company's current order book stands at INR1,393 crores, out of which Defense segment order is majority of INR1,309 crores, which is equal to 94% of the total order book. Explosives segment stands at INR42 crores, which is equal to 3% of the total order book and Service segment, which is Operational and Maintenance Services segment stands at INR42 crores, which is equal to 3% of the total order book. This order book reflects the strong growth visibility we see over the coming years. We remain confident that supported by sustained execution momentum, continued development of new products and our ongoing expansion initiatives, the company will continue to maintain a strong growth trajectory in the forthcoming quarters. With this, we'll now open the floor for questions and answers. Thank you. Page 3 of 11 Premier Explosives Limited August 14, 2026 Moderator: First question comes from the line of Paras Kulkarni with Ignite Capital. Paras Kulkarni: Firstly, on the cost side, we have seen a sharp decline in other expenses from INR20 crores to INR11 crores in 1Q. So if I were to build it for the entire year, what is the run [Showing first 8,000 characters — download PDF for full document]