Ddev Plastiks Industries Limited — Q1FY27 Earnings Call Summary

DDEVPLSTIK · Q1FY27 · Filed 13 Aug 2026

Key Takeaways

• BESS business initial phase capex INR200 crores, EBITDA margin 6-8%, long-term target 11-15%
• EBITDA per ton improved by INR3 in Q1 due to export pricing; sustainable margin target 10-12%
• New Bhiwadi XLPE facility commissioned with 48,000 MT capacity; utilization to reach 50% in FY27
• FY27 volume growth guidance at 15%, revenue growth 13% conservatively excluding price rise
• Capacity utilization expected to rise to 70% in FY27 with 231,000 tons volume target
• Market share gains expected in medium voltage XLPE segment with new capacity in North India
• Q1 FY27 revenue grew 29% y-y, EBITDA up 27% with 10% margin, PAT INR64 crores +22% y-y
• Export revenue INR300+ crores in Q1, driven by MENA region; logistics and freight volatility impact pricing
• Management cautious on raw material price volatility; expects normalization over 3-6 months

📄 Source: View original transcript (PDF)

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