PTC Industries (539006) Q3 25/26 earnings summary

Executive summary

• Achieved significant milestones in Q3 and 9MFY26, transitioning from capability creation to validation, with major global orders and long-term agreements secured.

• Strategic wins include Blue Origin BE-4 propulsion hardware, Honeywell Aerospace long-term supply, and ISRO-VSSC Double VAR titanium ingot order.

• Board approved unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, following Audit Committee recommendations.

• Statutory auditors issued unmodified review reports on both standalone and consolidated results.

• Investments in integrated advanced materials and manufacturing ecosystem are translating into high-value global programs and multi-year revenue visibility.

Financial highlights

• Q3FY26 total income rose 114.6% YoY to ₹165.4 Cr; 9MFY26 total income up 94.8% YoY to ₹406.0 Cr.

• Q3FY26 EBITDA increased 36.0% YoY to ₹34.6 Cr; 9MFY26 EBITDA up 27.7% YoY to ₹87.9 Cr.

• Q3FY26 PAT grew 28.9% YoY to ₹18.4 Cr; 9MFY26 PAT up 14.3% YoY to ₹41.6 Cr.

• Consolidated revenue from operations for Q3 FY26 was ₹15,553.43 lakhs, up from ₹12,462.54 lakhs in the previous quarter and ₹6,692.11 lakhs in Q3 FY25.

• Consolidated net profit for Q3 FY26 was ₹1,835.41 lakhs, compared to ₹1,231.77 lakhs in Q3 FY25.

Outlook and guidance

• Positioned for sustained, technology-led growth with strong multi-year revenue visibility from global aerospace and space supply chain integration.

• Board extended the timeline for utilization of QIP proceeds from March 31, 2026, to September 30, 2026, with no change in the objects of the issue.

• Anticipates capturing disproportionate value as demand shifts to high-integrity, mission-critical materials.