Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith Revised Investor Presentation ....
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Bai-Kakaji Polymers, a Latur-based PET preform and closures maker listed on BSE SME, filed its FY26 investor presentation. FY26 consolidated revenue grew 12% YoY to ₹365 Cr, with PAT up ~49% to ₹27 Cr and EBITDA margin expanding ~300 bps to ~13.4%. The business runs two engines — rigid PET preforms/caps (₹351 Cr) and flexible packaging through wholly-owned subsidiary Mundada Polymers (₹14 Cr, ramping at ~96.5% utilisation). Gross margins expanded from 23% to 32% over FY23–FY26 on backward integration, while the balance sheet was repaired via IPO proceeds — net worth tripled to ₹176 Cr and total borrowings fell ~40% to ₹66 Cr. Cash flow from operations swung to a positive ₹28 Cr. Anchor clients include Reliance, Tata, Patanjali, HUL and Nestlé across 822+ active customers.
For shareholders, this shows a credible turnaround story with operating leverage, margin expansion and a cleaner balance sheet driving PAT growth well ahead of revenue growth; the FY27 RPET entry and Gujarat/Kerala expansion plans offer potential upside catalysts, though the company remains a small BSE-SME play with no forward guidance beyond FY26.