Pursuant to the Regulation 30 SEBI LODR 2015, we enclose herewith Investors Presentation for the quarter ended on December 31, 2025
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Bai-Kakaji Polymers filed its investor presentation post its December 2025 BSE SME IPO. The company manufactures PET preforms, plastic caps & closures, and shrink films, operating 4 facilities in Latur with 3,500+ customers including TATA, IRCTC, Parle Agro, CAMPA (Reliance) and Cloud9. H1 FY26 revenue stood at ₹16,211 lakhs with EBITDA margin of ~12.8% and PAT of ₹1,281 lakhs (7.9% margin), up sharply from FY25 full-year EBITDA margin of 10.28% and PAT margin of 5.64%, showing clear margin expansion. Management has guided for 30-35% PAT CAGR over the next 3-4 years, driven by capacity expansion, captive solar power (3.1 MW addition planned), backward integration, raw material security, and progressive debt reduction. The company also indicated it is evaluating acquisition of a packaging entity for inorganic growth.
Positive for shareholders — improving margins, marquee client base, clear multi-year growth guidance, and use of IPO proceeds for debt repayment and expansion signal a growth-oriented outlook. However, SME listing, promoter-driven acquisition plans, and dependence on a few large customers (top 10 = ~37% of revenue) remain key risks to monitor.