Ddev Plastiks Industries Limited — Q1FY27 Earnings Call Summary

DDEVPLSTIK · Q1FY27 · Filed 14 Aug 2026

Key Takeaways

• BESS business initial phase capex INR200 crore; EBITDA margin expected 6-8%, scaling to 11-15%
• EBITDA per ton improved by INR3 due to export pricing; sustainable EBITDA margin target 10-12%
• New Bhiwadi XLPE facility commissioned with 48,000 MT capacity; utilization ramping to 50% in FY27
• FY27 volume growth guidance at 15%; revenue growth guidance at 13% (conservative, excludes price rise)
• Capacity utilization expected to reach 70% in FY27 with 231,000 tons volume target
• Market share gains expected in medium voltage XLPE segment aided by new capacity and supply chain advantages
• Q1 FY27 revenue grew 29% y-y; EBITDA up 27% with 10% margin; PAT INR64 crore +22% y-y
• Management confident of surpassing FY27 guidance despite global uncertainties
• Export revenue INR300 crore+ driven by MENA region; logistics and freight volatility impacted pricing

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.