Announced Fri, 29 May · 15:28 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 14 horizons · vs prior close
-4.6%1-day move
₹78.00
prior close
₹76.25
base price
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AI summary

Captain Polyplast reported its highest ever Q4 revenue of INR 142 crores, up 80% year-on-year, driven by strong micro-irrigation and solar pumps execution. Q4 EBITDA margin contracted to 9.96% (down 86 bps) due to sharp raw material price increases in March. For FY26, total income reached INR 419 crores with 44% growth. The company expanded its solar EPC business beyond Gujarat, receiving a INR 11 crore order for 500 solar pumps. The newly operational Ahmedabad facility is expected to improve micro-irrigation EBITDA margins by 1-1.5% once fully ramped up. Management targets 20-25% average growth in micro-irrigation over the next 3 years and aims to make solar EPC contribution equal to micro-irrigation within 2 years. Working capital intensity increased due to high growth but is expected to stabilize in FY27.

Likely market impact

Strong revenue growth demonstrates successful execution in both business segments, though margin pressure from raw material costs is a near-term concern. The Ahmedabad plant and multi-year growth targets provide visibility on future margin improvement and revenue growth.