Xpro India Limited (590013) Earnings Call Transcripts
Xpro India Limited's Latest Earnings Call - Q4 FY2026
In Q4 FY '26, Xpro India Limited reported a revenue of INR 14.37 crores, a decline from INR 158.2 crores in Q4 FY '25, while full-year revenues totaled INR 505.5 crores, down 5.6% year-over-year. The company faced challenges due to a 5% decline in production volumes and competitive pricing pressures, leading to a profit before tax of INR 41 crores, down from INR 58 crores in the previous year. Management highlighted the commissioning of a new dielectric film line, which is expected to enhance capacity and support future growth, although guidance for FY '27 remains cautious.
Reported metrics
| Metric | Value |
|---|---|
| Q4 Revenue | INR 14.37 crores (miss) |
| FY '26 Revenue | INR 505.5 crores (miss) |
| PBT | INR 41 crores (miss) |
| Total Exports | INR 22.5 crores (positive) |
| Production Volume | 31,335 metric tons (miss) |
| Net Debt to Equity | negligible (positive) |
Guidance from management
Management did not provide specific revenue or margin guidance for FY '27, indicating a cautious outlook due to market volatility and geopolitical uncertainties.
What management said
The prices are moving up steeply. And in fact, the prices go up literally every alternate week I think today. And that's, I think, in keeping with what's happening to just about every commodity. It would not be correct because it's a highly competitive area, and this is an area of global competition for me to tell you specifically what prices are today. But I can tell you typically model prices are now in excess of I...
Not talk about huge inventory gain because I think you must appreciate also any kind of so-called inventory gain is always short term and not really fair because remember, we are not traders, manufacturer. And manufacturers have to be concerned with the continuity. So I have to look at the replacement cost of anything because if I have to consume a kilo today, I have to replace that kilo because I'm going to be in ex...
What analysts pressed on
Analysts expressed concerns about the impact of geopolitical tensions on supply chains and raw material pricing. There were also questions regarding the ramp-up of the new dielectric line and the potential for inventory gains in future quarters.
Main topics on the call
- New Dielectric Film Line Commissioning — The new dielectric film line at Barjora commenced commercial production on March 27, 2026, significantly expanding capacity. Management noted, "With the new line now operational, the company has entered '26-'27 with mate...
- Revenue Decline — Xpro reported a revenue decline of 5.6% for FY '26, totaling INR 505.5 crores compared to INR 535.28 crores in FY '25. This was attributed to a 5% decrease in production volume and softer raw material prices, reflecting ...
- Profitability Challenges — Profit before tax fell to INR 41 crores from INR 58 crores year-over-year, impacted by competitive pricing and input cost volatility. Management stated, "Profitability was impacted overall by competitive pricing, input c...
- Export Growth — Total exports increased to INR 22.5 crores from INR 14.20 crores, indicating a positive trend in international sales despite domestic challenges. Management emphasized, "New customers and applications are being onboarded...
Read the full Xpro India Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Xpro India Limited
Xpro India Limited (590013) is a publicly listed company in the Chemicals industry, within the Materials sector. It trades on BSE and is based in IN. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 1 call on record spanning May 22, 2026 to May 22, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 1 Xpro India Limited earnings call transcript on record, spanning May 22, 2026 to May 22, 2026. The most recent call on file is dated May 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.
| Quarter | Date | |
|---|---|---|
| Q4 FY2026 | May 22, 2026 | Read transcript → |