BSECompany Update4d ago · 31 Aug 2026, 11:20 am
Precision Camshafts Limited had held a Earning Conference Call dated August 28, 2026 at 12:00 PM for the Quarter Ended June 30, 2026, the Transcript of the said call are attached herewith.
Precision Camshafts Ltd · 539636
✦ AI Summary▲ PositiveResults
Precision Camshafts Limited held an earnings conference call on August 28, 2026, to discuss its financial and operational performance for the quarter ended June 30, 2026. The company reported a 6.6% growth in total income and a 12.5% growth in net profit. The improvement was driven by an increase in revenue from operations, despite disruptions due to the Middle East war.
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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10
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Precision Camshafts Ltd - 539636 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript
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@ www.pclindia.in
= info@pclindia.in
where Passion
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meets Performance
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PRECISION
e 124231PN1992PLC067126
PCL/SEC/26-27/34 August 31, 2026
To, To,
National Stock Exchange of India Limited, BSE Limited,
"Exchange Plaza" 5% Floor, Plot No. C-1, Phiroze Jeejeebhoy Towers,
G Block, Bandra Kurla Complex, Dalal Street,
Bandra (East), Mumbai— 400051 Mumbai - 400001
NSE Scrip Code - PRECAM BSE Scrip Code — 539636
Subject: - Transcript of Earnings Call held on August 28, 2026, at 12:00 PM for the Quarter ended
June 30, 2026
Dear Sir/Ma’am,
Pursuant to Regulation 30 read with Clause 15 of Para A of Part A of Schedule Ill, and Regulation
46(2)(o), of the Securities and Exchange Board of India (Listing Obligations and Disclosure
Requirements) Regulations, 2015 ("SEBI LODR Regulations"), we wish to inform you that an Earnings
Call with Investors was held on August 28, 2026, at 12:00 PM to discuss the financial and operational
performance of the Company for the quarter ended June 30, 2026.
In terms of the aforesaid provisions, please find enclosed the transcript of the said Earnings Call.
The transcript is also being simultaneously uploaded on the website of the Company at
https://pclindia.in/ and shall remain hosted thereon for the minimum period prescribed under the
SEBI LODR Regulations.
This is for your information and records, and for dissemination to the members/stakeholders of the
Company, as deemed fit.
Thank you,
For Precision Camshafts Limited
HARSHAL sz smzes
TAGDISH /os
Harshal J. Kher
Company Secretary and Compliance Officer
Mem. No: A69147
Encl: Transcript of Earnings Call
Precision Camshafts Limited
© Solapur : DS MIDC, Chincholi, Solapur, India — 413255
@ Solapur : E102 MIDC, Akkalkot Road, Solapur, India — 413006
© Pune : 3'rd Floor, “Kohinoor B Zone Baner”, Mumbai — Bangalore Highway, Baner, Pune — 411045
PRECISION
“Precision Camshafts Limited
Q1 FY26-27 Earnings Conference Call”
August 28, 2026
PRECISION '
MANAGEMENT: MR. KARAN SHAH — WHOLE-TIME DIRECTOR,
BUSINESS DEVELOPMENT — PRECISION CAMSHAFTS
LIMITED
Page 1 of 6
Precision Camshafts Limited
August 28, 2026
PRECISION
Moderator: Ladies and gentlemen, good day and welcome to the Q1 FY26-'27 Earnings Conference Call
hosted by Precision Camshafts 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 touch-tone phone. Please note that this conference is being
recorded.
I now hand the conference over to Mr. Karan Shah, Whol-time Dircctor, Business
Development. Please go ahead.
Thank you. Good afternoon, ladies and gentlemen. T'd like to thank you all for being a part of
Karan Shah:
this Precision Camshafts Limited Q1 FY27 carnings con-call. In case of any detailed questions
relatetdo finance, please email us your queries at cs@pelindia.in, and we shall provide responses
within a reasonable time.
We've also submitted our investor presentation for Q1 to the stock exchanges, and the same is
available on our website. Investors are requested to refer to this presentation for detailed
financial and operational information.
I'm pleasetdo share that Precision Camshafts Limitehads delivered a strong performance during
the first quarter of FY26-27. We are encouraged by the momentum in the Indian passenger
wehicle industry and the growth opportunities that are emerging for PCL.
The Indian PV market has continued to demonstrate strong growth, and we are secing this
‘momentum reflected directly in our customer programs. Several new programs with our key
customers, including Mahindra, Tata Motors, Maruti Suzuki, have started production during this
quarter. These programs are an important milestone for us as they move from development and
validation into commercial production. We expect volumes for these programs to progressively
ramp up as our customers increase production.
In addition to these programs that have already commenced, we have several ofher new programs
in the pipeline with a number of them expected to commence production in the coming quarters.
We have also sceured new orders and continue to sce strong engagement from our customers for
upcoming vehicle platforms.
Our customers are significantly investing in additional capacity, new vehicle programs, and
localization, and we are investing ahead of these requirements in capacity additions, automation,
and technology upgrades.
The combination of new start of productions, strong customer demand, new order wins, and a
healthy pipeline of upcoming programs gives us considerable confidence in the medium and
long-temm growth prospects of our standalone business at PCL. We remain focused on exeeuting
these programs, cnsuring capacity readiness, and deepen our relationship with our key
customers.
Page 2 of 6
Precision Camshafts Limited
August 28, 2026
PRECISION
The company's total income stood at INR173 crores, registering a growth of 6.6% compared to
the last quarter. The improvement in our performance was primarily driven by an increase in
revenue from operations, and the company’s net profit stood at INR14.88 crores compared to
INR13.2 crores in the previous quarter, representing a growth of 12.5%. We're happy to share
these positive results despite the disruptions duc to the Middle East war.
Our subsidiary MEMCO recorded a revenue of INR14 crores during Q1 and continues to focus
on strengthening relationships with key customers like Bosch, Delphi, Endress+Hauser, and a
few others.
Coming to our c-mobility subsidiary, EMOSS, in the Netherlands, the business reported a
revenue of INR13.8 crores during the quarter compared to INR29 crores in the previous quarter.
We have scen a slowdown in tfhe EMOSS business, and we are currently taking a cautious view
on its future outlook.
While clectrification of European passenger cars continues to progress, the situation in the
clectric commereial vehicle space remains considerably more challenging. In the first half of
2026, clectrically chargeable trucks only accounted for 4.8% of all new EU truck registrations.
The European Automobile Manufacturers' Association also continues to highlight insufficient
cnabling conditions and pullback of subsidics as a constraint on adoption.
The broader cconomic — the broader European automotive industry is also going through a
period of significant restructuring with OEMs under pressure to improve competitiveness,
reduce costs, and rationalize investments. Against this backdrop, customer decision-making in
the EV segment has become slower and program visibility has reduced. As a result, we remain
cautious about the near-term outlook for EMOSS Europe.
Our focus at this point is protecting the business and carefully managing costs and investments,
and we will continue to evaluate the business based on customer fraction, cash requirements,
and potential returns.
Our own c-mobility business in India with our clectric heavy commercial vehicle platform
continues to progress. We have developed the EHCV platform and delivered the vehicle to a
customer, and the customer is still undergoing evaluation and field trials at this point.
Looking ahead, we remain extremely confident about the long-term outlook for Precision
Camshafts Limited, and we sce a clear difference between the outlook within our different
businesses. Our standalone Indian business is cntering a period of significant opportunity,
supported by strong growth in the Indian passenger vehicle market, increasing investments by
our customers, several new orders already sceured, and a healthy pipeline of new programs, We
are therefore continuing to invest in capacity, automation, and technology to take advantage of
this growth.
Page 3 of 6
Precision Camshafts Limited
August 28, 2026
PRECISION
At the same time, we take a cautious approach towards EMOSS, given
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