BSECaptain Polyplast LtdMediumNeutral
Announced Tue, 17 Feb · 22:28 IST

Q3FY26 RESULT PRESENTATION

Order Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

Price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Captain Polyplast reported its highest-ever quarterly revenue and profit in Q3 FY26, with total income rising ~40% year-on-year to ₹127 crore. Q3 EBITDA grew 35% to ₹16 crore, while net profit rose 41% YoY to ₹9 crore, though EBITDA margin dipped slightly to 8% (from 10%). For 9M FY26, total income stood at ₹278 crore (up ~32% YoY), with EBITDA at ₹32 crore and adjusted net profit at ₹18 crore. Management highlighted two new solar pump orders totalling 1,300 pumps worth ₹35.86 crore, and pointed to GST reduction from 12% to 5% on drip irrigation and solar equipment as a key demand booster. A new 70,000 sq. ft. factory near Ahmedabad is expected to be completed by Q4 FY26 to support capacity expansion.

Likely market impact

Strong Q3 revenue growth and fresh solar EPC order wins reinforce the company's growth momentum, but the slight margin compression and dependence on subsidy-driven micro-irrigation business keep near-term profitability sensitive to government policy. Shareholders may view the order pipeline, GST cut benefit, and new capacity as positive medium-term drivers.