Sah Polymers Limited has informed the Exchange regarding 'Investor Presentation'.
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Awaiting price reaction for this filing.
Sah Polymers shared its Q4 and FY25 investor presentation. Total income grew 17.82% YoY to ₹131.39 Cr for FY25, driven by 18.36% growth in revenue from operations. However, profitability weakened significantly — FY25 EBITDA fell 11.15% to ₹6.22 Cr with margins declining 154 bps to 4.73%, and PAT dropped 75.11% to ₹0.23 Cr. Q4 was especially weak, with the company slipping into a ₹0.33 Cr loss versus a small profit a year ago. The company highlighted its new BRC certification to enter food and pharma packaging, plans to scale exports from 30+ to 60+ countries in 5 years, and is targeting 20-25% CAGR growth. It also withdrew the proposed amalgamation of subsidiary Fibcorp Polyweave.
Near-term results are disappointing with sharp profit declines and margin compression despite revenue growth, which may weigh on the stock. However, management's forward-looking targets (20-25% CAGR, food/pharma entry, export expansion) could support sentiment if execution holds up.