BSECaptain Polyplast LtdMediumNeutral
Announced Tue, 17 Feb · 22:30 IST

AS ATTACHED

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Captain Polyplast reported its highest-ever quarterly revenue and operating profit in Q3 FY26. Total income rose 40% year-on-year to INR127 crores, driven by strong volumes in both micro-irrigation (MIS) and Solar EPC segments. Q3 EBITDA grew 35% to INR16.13 crores (margin of 12.68%) and net profit increased 41% to INR9.47 crores (EPS of INR1.59). For 9M FY26, revenue was up 32% at INR278 crores with net profit of INR18 crores. Management secured 1,500+ solar pump orders (60% already executed), with INR35.86 crores coming from two new orders in Q3. A new Ahmedabad plant for in-house manufacturing of high-margin MIS accessories is expected to be operational next month, with full utilization targeted by FY28.

Likely market impact

Strong quarterly performance with double-digit revenue and profit growth, supported by policy tailwinds (GST cut from 12% to 5%, continued PM KUSUM allocation of INR5,000 crores) should be positive for the stock. Multi-year growth visibility from solar EPC expansion and margin improvement from backward integration could drive further upside, though solar rooftop margins remain under pressure due to intense competition.