Ddev Plastiks Industries Limited — Q1FY27 earnings call summary

Filed 14 August 2026 · Official transcript

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